James Patrick Burke

Payden & Rygel

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Payden & Rygel

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

476 clients

Average Client Portfolio

$317.1M average

Assets Under Management

$150.9B

Fee Structure

Financial Planning:Investment management only

Location

265 Franklin Street, 16th Floor, Boston, MA, 02110

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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.

Employment History

Current Registrations

Payden & Rygel

October 2024 - Present · 1 yr 4 mos

Payden & Rygel Distributors

July 2024 - Present · 1 yr 7 mos

Payden & Rygel DistributorsBroker

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Amundi Asset Management US, INC.

January 2021 - May 2024 · 3 yrs 4 mos

Amundi Pioneer Institutional Asset Management, INC.

July 2020 - December 2020 · 5 mos

Amundi Distributor US, INC.Broker

June 2020 - May 2024 · 3 yrs 11 mos

Raymond James Financial Services, INC.Broker

January 2020 - June 2020 · 5 mos

State Registrations6 states

CAFLMAMENJPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.