JB
CFP
JB
CFP

James Andrew Burton

26 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

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Location

2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040

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History

Regulatory History (1)
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Customer Dispute
March 2005
Settled
Employment History
Current Registrations
Northwest Asset Management
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - January 2013 · 3 yrs 7 mos
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Wachovia Securities, LLC
July 1999 - September 2008 · 9 yrs 2 mos
State Registrations4 states
CAIDTXWA
Advisor
Exams
No exam information available for this advisor.