John Andrew Lee

Employer firm

Bourke Wealth Management CRD 297957

$141M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2016 → 08/2019
  Lpl Financial, Llc
  Santa Barbara, CA
• 08/2019 → Present
  Bourke Wealth Management, Inc.
  Santa Barbara, CA

Previous Registrations

• 2016-04-15 → 2019-09-18
  Lpl Financial Llc
  Santa Barbara, CA
• 2008-12-05 → 2016-04-26
  Ubs Financial Services Inc.
  Santa Barbara, CA
• 1997-07-08 → 2008-12-17
  Citigroup Global Markets Inc.
  Santa Barbara, CA
  Santa Barbara, CA

Other Businesses

1. 04/15/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 5%/ 1600 GARDEN ST, UNIT 27, SANTA BARBARA, CA 93101 2. 04/15/2016 - BOURKE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ SANTA BARBARA, CA 3. 04/15/2016 - RICHARDS INVESTMENTS/ REAL ESTATE RENTAL (PARTNER - NO PROPERTIES CURRENTLY OWNED)/ 4%/ SANTA BARBARA, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-27