Jake Burke (CRD# 7268678) is an Investment Advisor Representative working at Edward Jones in Lemont, IL and has over 3 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 1338669
William Blair & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2020 - Current | 3 |
| Full Time Student | Champaign, IL | Aug 2019 - May 2020 | < 1 |
| University Of Illinois - Energy Farm | Urbana, IL | May 2019 - Aug 2019 | < 1 |
| Full Time Student | Champaign, IL | Aug 2018 - May 2019 | < 1 |
| Lincoln-way Area Water Polo | Frankfurt, IL | Jun 2018 - Aug 2018 | < 1 |
| Full Time Student | Champaign, IL | Aug 2017 - Jun 2018 | < 1 |
| Lincoln-way Area Water Polo | Frankfurt, IL | Jun 2017 - Aug 2017 | < 1 |
| Village Of New Lenox | New Lenox, IL | Jun 2015 - Aug 2017 | 2 |
| Full Time Student | New Lenox, IL | Aug 2015 - Jun 2017 | 1 |
| Full Time Student | New Lenox, IL | Jul 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- IL
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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