Jonathan Thomas Burns

Employer firm

Bca Private Wealth, Inc. CRD 140913

$317M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 10/2023 → 06/2024
  Equitable Advisors Llc
  New York, NY
• 05/2023 → 10/2023
  Thomasville National Bank Financial Services
  Greenville, SC
• 05/2022 → 08/2022
  Pleasant Eye Care
  Mount Pleasant, SC
• 05/2021 → 08/2021
  First Reality And Appraisals
  Cairo, GA
• 05/2018 → 08/2020
  Glen Arven Country Club
  Thomasville, GA
• 08/2019 → 05/2023
  Wofford College
  Spartanburg, SC
• 08/2014 → 05/2019
  Brookwood Highschool
  Thomasville, GA
• 08/2024 → Present
  Ballentine Capital Advisors, Inc.
  Greenville, GA

Previous Registrations

• 2024-04-04 → 2024-06-17
  Equitable Advisors, Llc
  Greenville, SC

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED-GREENVILLE, SC, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-26