James Burnett has been an investment adviser representative at Navigate Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners. James Burnett holds a Bachelor of Science in Business Administration (concentrations in accounting, finance and insurance) from Samford University.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
James M. Burnett, Jr. is Partner of Stonebridge Advisors, based in Birmingham, Alabama. He has helped families plan their finances for over forty years. He started out in the accounting business and added personal financial planning as a service of his accounting firm, which he sold in 2009 to concentrate solely on financial planning.
James Burnett’s longest registration was 18 years at Stonebridge Advisors, LLC (2003–2022). Before joining Navigate Wealth Management in 2021, James Burnett was registered through Stonebridge Advisors, LLC.
- – present · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- Stonebridge Advisors, LLC– · 18 yearsBirmingham, AL · Adviser representative · Firm CRD 128217
Professional designations
Listed by Navigate Wealth Management
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Burnett is registered as an investment adviser representative in Alabama, since December 2021.
- AlabamaSince 17 December 2021
Examinations
No examinations are on James Burnett’s record.
- Full name
- James M. Burnett
- CRD
- 4701527
- Firm
- Navigate Wealth Management · CRD 173770
- Office
- 1800 PROVIDENCE PARK, SUITE 250, Birmingham, AL 35242
- Registration
- Investment adviser registration
- In the industry since
- November 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebridge-advisors.com
Where does James Burnett work?
James Burnett is an investment adviser representative registered through Navigate Wealth Management, LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is James Burnett a financial advisor?
Yes. James Burnett has a current investment-adviser registration in Alabama, through Navigate Wealth Management since December 2021.
How many years of experience does James Burnett have?
James Burnett has 22 years in the financial industry, since November 2003, across 2 adviser firms.
Where is James Burnett based?
James Burnett’s registered office is in Birmingham, AL.
Is James Burnett registered with FINRA?
No. James Burnett has no current broker registration.
Is James Burnett a CFP?
Navigate Wealth Management lists James Burnett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: James M. Burnett, Jr., CPA, CFP® biography, stonebridge-advisors.com
How can I verify James Burnett’s record?
Search CRD 4701527 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Burnett’s full registration record.
