Unclaimed Profile

John Brent Burns

ASSET DEDICATION, LLC·SAN FRANCISCO, California

Series 7, Series 65, Series 66Clean record21 years registeredASSET DEDICATION, LLC

220 MONTGOMERY STREET, SAN FRANCISCO, CA 94104-3475CRD# 4297305Firm CRD# 151988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Brent Burns · SAN FRANCISCO, CA

Registration

CRD #4297305 · ASSET DEDICATION, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ASSET DEDICATION, LLC

May 2022 – present

ASSET DEDICATION, LLC

May 2011 – Dec 2021

SAN FRANCISCO, CA

ASSET DEDICATION, LLC

Jan 2010 – Dec 2010

MILL VALLEY, CA

ASSET DEDICATION, LLC

Jan 2005 – Feb 2010

MORAGA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · January 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET DEDICATION, LLC

CRD 151988 · SEC 801-71892

AUM

$2.5B

Regulatory assets under management

Employees

6,692 client accounts

Services offered by ASSET DEDICATION, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASSET DEDICATION, LLC →

Introduction

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Frequently Asked Questions

What services does John Brent Burns offer?

John Brent Burns specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are John Brent Burns's credentials?

John Brent Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Brent Burns located?

John Brent Burns is based in SAN FRANCISCO, California, working with ASSET DEDICATION, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does John Brent Burns charge for services?

John Brent Burns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET DEDICATION, LLC?

ASSET DEDICATION, LLC has approximately 7 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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