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Jonathan Drew Burke

GAME PLAN FINANCIAL ADVISORS, LLC·WESTLAKE, OH, Ohio
GAME PLAN FINANCIAL ADVISORS, LLC
26600 DETROIT ROAD, WESTLAKE, OH, OH 44145CRD# 1521642Firm CRD# 147608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Drew Burke · WESTLAKE, OH, OH
Registration
CRD #1521642 · GAME PLAN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jonathan Drew Burke is a registered financial advisor based in WESTLAKE, OH, Ohio, affiliated with GAME PLAN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GAME PLAN FINANCIAL ADVISORS, LLC
GAME PLAN FINANCIAL ADVISORS, LLC
AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GAME PLAN FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1521642
Firm CRD# 147608
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Drew Burke offer?
Jonathan Drew Burke specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE, OH, Ohio for a consultation.
What are Jonathan Drew Burke's credentials?
Jonathan Drew Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Drew Burke located?
Jonathan Drew Burke is based in WESTLAKE, OH, Ohio, working with GAME PLAN FINANCIAL ADVISORS, LLC. Their office serves clients in the WESTLAKE, OH metropolitan area and surrounding communities.
How does Jonathan Drew Burke charge for services?
Jonathan Drew Burke'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 GAME PLAN FINANCIAL ADVISORS, LLC?
GAME PLAN FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GAME PLAN FINANCIAL ADVISORS, LLC

Michael S Norehad
WESTLAKE, OH, OH
Theodore David Beckman
WESTLAKE, OH, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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