John K Burke

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2013 → 12/2016
  Jpmorgan Securities Llc
  Medford, NY
• 10/2022 → Present
  Ameriprise Financial Services, Llc
  East Meadow, NY
• 12/2016 → 12/2017
  Professional Risk Planners
  Hauppauge, NY
• 12/2017 → 03/2019
  Robert C. Bill Associates
  Melville, NY
• 03/2019 → 10/2022
  Unemployed
  Dix Hills, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-29
• S63 Uniform Securities Agent State Law Examination
  2006-09-21

Other Names

• John K Burke
• John Burke
• John Kenneth Burke