James Beaumont Burk

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  Florida Financial Advisors
  Tampa, FL
• 05/2022 → 09/2022
  Northwestern Mutual
  Birmingham, AL
• 05/2017 → 03/2020
  Bogey Grille
  Ponte Vedra Beach, FL
• 08/2020 → 05/2024
  Auburn University
  Auburn, AL
• 08/2016 → 05/2020
  Ponte Vedra High School
  Ponte Vedra, FL
• 05/2020 → 08/2020
  N/A
  Ponte Vedra Beach, FL
• 07/2024 → Present
  Trinity Wealth Securities, Llc
  Tampa, FL

Other Businesses

Florida Financial Advisors. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Fixed Insurance Sales. 05/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-09
• S65 Uniform Investment Adviser Law Examination
  2024-04-08

Other Names

• Beau Burk
• James Beaumont Burk
• James Burk