Claim Profile
JB

John Daniel Burke

ZAIS GROUP LLC·RED BANK, New Jersey
Unclaimed Profile
2 BRIDGE AVE. SUITE #322, RED BANK, NJ 07701-1106CRD# 1197525Firm CRD# 108371
01

About

John Daniel Burke is a registered financial advisor based in RED BANK, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 1197525
Firm CRD# 108371
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Daniel Burke offer?
John Daniel Burke specializes in Retirement Planning, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are John Daniel Burke's credentials?
John Daniel Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Burke located?
John Daniel Burke is based in RED BANK, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does John Daniel Burke charge for services?
John Daniel Burke's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty