James Burns has been Partner & CCO of OnTrack Wealth Management since October 2020, is a control person of the firm and directly owns between 25% and 50% of it.
Ontrack Wealth Management, LLC is a Canton, MI firm with $112M under management, 76 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Jim Burns is a Partner of OnTrack Wealth Management. He draws on consulting, accounting and financial planning training in his work with clients, helping to build plans toward clients' financial goals. He spent nearly three years in management consulting and 10 years at two firms, including Merrill Lynch, before starting OnTrack.
James Burns’ longest registration is the current one, 5 years at OnTrack Wealth Management since 2020. Before joining OnTrack Wealth Management in 2020, James Burns was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vintage Financial Services LLC.
- Ontrack Wealth ManagementCurrent– present · 5 yearsPlymouth, MI · Adviser representative · Firm CRD 311374
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearDearborn, MI · Adviser representative · Firm CRD 7691
- Vintage Financial Services LLC– · 4 yearsAnn Arbor, MI · Adviser representative · Firm CRD 105271
Professional designations
Listed by OnTrack Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
James Burns is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2020; the most recent is Texas, in February 2025.
- MichiganSince 16 November 2020
- TexasResidentSince 26 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 March 2019 |
| Series 7TO | General Securities Representative Examination | 29 January 2019 |
| SIE | Securities Industry Essentials Examination | 12 December 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James Taylor Burns
- CRD
- 6288116
- Firm
- OnTrack Wealth Management · CRD 311374
- Role
- Partner & CCO
- Office
- 12002 N CANTON CENTER RD, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ontrackplans.com
Where does James Burns work?
James Burns has been Partner & CCO of Ontrack Wealth Management, LLC since October 2020, and is a control person of the firm.
Is James Burns a financial advisor?
Yes. James Burns has a current investment-adviser registration in Michigan and Texas, through OnTrack Wealth Management since November 2020.
How many years of experience does James Burns have?
James Burns has 12 years in the financial industry, since March 2014, across 3 adviser firms.
What exams has James Burns passed?
James Burns has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2018.
Where did James Burns work before OnTrack Wealth Management?
Before OnTrack Wealth Management, James Burns was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2018 to October 2020; Vintage Financial Services LLC, January 2014 to November 2018.
Where is James Burns based?
James Burns’ registered office is in Plymouth, MI.
Is James Burns registered with FINRA?
No. James Burns has no current broker registration.
Is James Burns a CFP?
OnTrack Wealth Management lists James Burns with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify James Burns’ record?
Search CRD 6288116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Burns’ full registration record.