John Bernard Burke

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 10/2005 → 12/2022
  Raymond James Financial Services, Inc
  Edison, NJ
• 01/2009 → 12/2022
  Raymond James Financial Services Advisors, Inc
  Iselin, NJ
• 05/2011 → Present
  Academy For Continuing Professional Education
  Iselin, NJ
• 06/2011 → 12/2022
  Burke Financial Strategies
  Iselin, NJ
• 01/2023 → 12/2023
  Lpl Financial Llc
  Orchid, FL
• 01/2023 → Present
  Wealth Enhancement Group
  Orchid, FL
• 01/2023 → Present
  Wealth Enhancement Advisory Services
  Orchid, FL
• 01/2023 → Present
  Wealth Enhancement Brokeragse Services
  Orchid, FL

Previous Registrations

• 2009-01-12 → 2022-12-31
  Raymond James Financial Services Advisors, Inc
  Iselin, NJ
  Iselin, NJ
  Palm Beach Gardens, FL
  Orchid, FL
  Iselin, NJ
• 2005-10-31 → 2009-01-12
  Raymond James Financial Services, Inc.
  New York, NY
  Iselin, NJ
  Iselin, NJ
  Clinton, NJ
  New York, NY
  Palm Beach Gardens, FL
  Orchid, FL
• 2003-02-28 → 2005-10-26
  Morgan Stanley Dw Inc.
  Westfield, NJ
• 2002-05-08 → 2003-03-13
  Citigroup Global Markets Inc.
  New Brunswick, NJ

Other Businesses

1) 12/06/2022 - ACADEMY FOR PROFESSIONAL EDUCATION - Business Owner - Seminars - Iselin, NJ 08830 - Investment related - 8 hours per month - Start date: 12/01/2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-16
• S63 Uniform Securities Agent State Law Examination
  1984-02-23

Designations

• Certified Financial Planner

Other Names

• John Burke