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Jonathan Drew Burke

GAME PLAN FINANCIAL ADVISORS, LLC·WESTLAKE, OH, Ohio
Series 7, Series 63, Series 6523 years registeredGAME 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GAME PLAN FINANCIAL ADVISORS, LLC
GAME PLAN FINANCIAL ADVISORS, LLC
Sep 2008 – Jan 2023
WESTLAKE, OH, OH
CENTURY HILL ADVISORS LLC
Jun 2003 – Dec 2006
NOVELTY, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 12, 2003
Years registered · 23
03

Disclosure History

1995Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
GAME PLAN FINANCIAL ADVISORS, LLC
CRD 147608 · SEC 801-112290
AUM
$187M
Regulatory assets under management
Employees
4
474 client accounts
Services offered by GAME PLAN FINANCIAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GAME PLAN FINANCIAL ADVISORS, LLC →
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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.
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, last registered with GAME PLAN FINANCIAL ADVISORS, LLC.
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 (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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