JB
JB

Justin Malcolm Burse

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
920 clients
Average Client Portfolio
$511K average
Assets Under Management
$470.0M

Fee Structure

Minimum Investment:$25K
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Location

Louisville, KY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justin is an advisory board member for Artificial Intelligence Risk, Inc., a cybersecurity company, dedicating a few hours per week. This position involves providing consulting services leveraging his expertise.

Employment History
Current Registrations
Hoxton Wealth USA LLC
May 2025 - Present · 9 mos
Previous Registrations
Cxi Advisors, LLC
May 2019 - February 2020 · 9 mos
LPL Financial LLC
January 2019 - February 2020 · 1 yr 1 mo
Cx Institutional, LLC
January 2019 - February 2020 · 1 yr 1 mo
LPL Financial LLCBroker
January 2019 - February 2020 · 1 yr 1 mo
J.J.B. Hilliard, W.L. Lyons, LLC
January 2018 - January 2019 · 1 yr
J.J.B. Hilliard, W.L. Lyons, LLCBroker
August 2017 - January 2019 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
July 2014 - October 2014 · 3 mos
State Registrations4 states
FLKYNJTX
Advisor
Exams
No exam information available for this advisor.