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John Joseph Burke

Total Wealth Planning And Management, Inc.

Ponte Vedra, FL

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Current Employers
Total Wealth Planning And Management, Inc.

Ponte Vedra, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-30
AK RA APPROVED 2024-08-21
  • FL RA
    APPROVED
    Since 2025-10-30
  • AK RA
    APPROVED
    Since 2024-08-21

Branch Locations

Ponte Vedra, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Starboard Asset Management, Inc. Palm City FL 04/2004 10/2020
Total Wealth Planning And Management, Inc. Ponte Vedra FL 10/2020 Present
Previous Registrations
  • 2004-08-24 → 2020-12-31
    Starboard Asset Management, Inc.
    Palm City, FL
    Stuart, FL
  • 2004-05-06 → 2005-07-13
    Raymond James Financial Services, Inc.
    Stuart, FL
  • 1995-05-18 → 2004-04-02
    Citigroup Global Markets Inc.
    Stuart, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-10
S63 Uniform Securities Agent State Law Examination 1987-07-28
  • S65 Uniform Investment Adviser Law Examination
    1997-01-10
  • S63 Uniform Securities Agent State Law Examination
    1987-07-28
Other Names
  • John J Burke

View on SEC IAPD

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