John Burke has been an investment adviser representative at Total Wealth Planning and Management since November 2020, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Planning and Management, Inc. is a firm with $239M under management, 414 clients and 7 advisers across 7 offices, as of its April 2026 filing.
John Burke’s longest registration was 16 years at Starboard Asset Management, Inc. (2004–2020). Before joining Total Wealth Planning and Management in 2020, John Burke was registered through Starboard Asset Management, Inc. and Raymond James Financial Services.
- – present · 5 yearsPonte Vedra, FL · Adviser representative · Firm CRD 166664
- Starboard Asset Management, Inc.– · 16 yearsPalm City, FL · Adviser representative · Firm CRD 131427
- Raymond James Financial Services– · 1 yearStuart, FL · Adviser representative · Firm CRD 6694
- Citigroup Global Markets Inc.– · 8 yearsStuart, FL · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
John Burke is registered as an investment adviser representative in 2 states. The first approvals date from November 2020; the most recent is Alaska, in August 2024.
- AlaskaSince 21 August 2024
- FloridaSince 25 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 1997 |
| PC | AMEX Put and Call Exam | 17 November 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 1987 |
| Series 4 | Registered Options Principal Examination | 10 September 1982 |
| Series 5 | Interest Rate Options Examination | 17 October 1981 |
| Series 12 | NYSE Branch Manager Examination | 10 January 1980 |
| Series 00 | General Securities Principal Examination | 12 January 1970 |
| Series 1 | Registered Representative Examination | 13 December 1965 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- AMEX Put and Call Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Interest Rate Options Examination
- Name
- NYSE Branch Manager Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- John Joseph Burke
- CRD
- 35780
- Firm
- Total Wealth Planning and Management · CRD 166664
- Office
- Ponte Vedra, FL
- Registration
- Investment adviser registration
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does John Burke work?
John Burke is an investment adviser representative registered through Total Wealth Planning and Management, Inc. since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is John Burke a financial advisor?
Yes. John Burke has a current investment-adviser registration in Alaska and Florida, through Total Wealth Planning and Management since November 2020.
How many years of experience does John Burke have?
John Burke has 31 years in the financial industry, since June 1995, across 4 adviser firms.
What exams has John Burke passed?
John Burke has passed 8 licensing exams: the Series 1, Series 00, Series 12, Series 5, Series 4, Series 63, PC and Series 65. The earliest, the Series 1, was passed in December 1965.
Where did John Burke work before Total Wealth Planning and Management?
Before Total Wealth Planning and Management, John Burke was registered through Raymond James Financial Services, May 2004 to July 2005; Citigroup Global Markets Inc., May 1995 to April 2004.
Where is John Burke based?
John Burke’s registered office is in Ponte Vedra, FL.
Is John Burke registered with FINRA?
No. John Burke has no current broker registration.
How can I verify John Burke’s record?
Search CRD 35780 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Burke’s full registration record.