Jamie
Burton

Financial Enhancement Group

CRD#6248625
Investment Advisor
in Lafayette, IN

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About this Advisor

Jamie Burton is a financial advisor based out of Lafayette, Indiana, who has 5 years of relevant experience. Burton works at Financial Enhancement Group. Their career trajectory has included roles at Klemme And Co, Student, 1St Source Asset Advisors, Randle And Sammons Pc, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Brunette And Associates LLC, Consider This and Financial Enhancement Group LLC. Burton maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Indiana. Financial Enhancement Group is an advisory firm operating out of Anderson, IN. The firm has offices in four locations and a total of 20 people on staff. It oversees $636 million in total assets between its 3,204 accounts, making it one of the bigger firms in the United States by assets under management. The firm serves two charities and foundations. Of its 3,204 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Financial Enhancement Group has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on the services provided. Fees billed by Financial Enhancement Group most likely consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

415 Columbia Street Suite 2000
Lafayette, IN 47902

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Financial Enhancement Group Brokerage Details

Total Assets Under Management

$635,755,960

IN Average: $1,347,246,178
Total Number of Employees

20

IN Average: 46
Total Number of Accounts

3,204

IN Average: 1,775
Average Account Size

$198,426

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jamie Burton Work History

Jamie has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Financial Enhancement Group LLC

2017 - 2017 (< 1 year)

Consider This

2015 - 2015 (< 1 year)

Northwestern Mutual Investment Services LLC

2015 - 2017 (2 years)

Brunette And Associates LLC

2014 - 2014 (< 1 year)

1St Source Asset Advisors

2014 - 2014 (< 1 year)

Randle And Sammons Pc

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2013 - 2013 (< 1 year)

Klemme And Co

2009 - 2014 (5 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jamie Burton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Enhancement Group

Aaron Rheaume
Anderson, IN
Michael Matchett
Anderson, IN
Susan Jones
Anderson, IN
Kyle Kent
Indianapolis, IN
Andrew Thrasher
Anderson, IN
Paul Karshner
Oceanside, CA
Beau Ashcraft
Lafayette, IN
Grant Soliven
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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