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John Kevin Burke

Fisher Investments

Miami, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-13
TX RA APPROVED 2023-09-08
  • FL RA
    APPROVED
    Since 2023-09-13
  • TX RA
    APPROVED
    Since 2023-09-08

Branch Locations

Miami, FL • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Strategy Advisors, Llc Natick MA 02/2017 02/2018
Mass Mutual Holyoke MA 06/2016 11/2016
Unemployed Sudbury MA 11/2016 02/2017
Global Retirement Partners, Llc San Rafael CA 07/2019 11/2020
Pension Wealth Management Llc Waltham MA 02/2018 01/2019
Unemployed Sudbury MA 02/2019 06/2019
Personal Capital Advisors Corporation Dallas TX 12/2020 08/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 08/2023
Fisher Investments Plano TX 09/2023 Present
  • 02/2017 → 02/2018
    Asset Strategy Advisors, Llc
    Natick, MA
  • 06/2016 → 11/2016
    Mass Mutual
    Holyoke, MA
  • 11/2016 → 02/2017
    Unemployed
    Sudbury, MA
  • 07/2019 → 11/2020
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2018 → 01/2019
    Pension Wealth Management Llc
    Waltham, MA
  • 02/2019 → 06/2019
    Unemployed
    Sudbury, MA
  • 12/2020 → 08/2023
    Personal Capital Advisors Corporation
    Dallas, TX
  • 04/2023 → 08/2023
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 09/2023 → Present
    Fisher Investments
    Plano, TX
Previous Registrations
Other Businesses

JKB Ventures LLC; No; Miami, FL; No active business conducted; owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-09
  • S65 Uniform Investment Adviser Law Examination
    2019-08-09
Other Names
  • Jack Burke

View on SEC IAPD

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