| Advisor Profile |
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| Name: |
Jarrod W. Burke, CFP® |
| Phone Number: |
(973) 716-7542 |
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| Request More Information |
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Business Description |
In today’s world of financial complexity, you need a complete array of reliable tools that provide solutions. At Acorn Financial Services, we offer products and services that enhance your financial plan, and may prove to be a great benefit for you, your family and/or your business. Because we leverage the products and services of a variety of leading financial organizations, we can provide our clients with quality services, some the best products and comprehensive solutions. I will work with you one-on-one, to build a personal, dedicated relationship, providing you with financial solutions for:
• Retirement Planning
• Estate Planning
• Wealth accumulation
• Wealth protection
• Wealth distribution
• Education Funding
• Investments |
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General Information |
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| Name of Broker/Dealer: |
Signator Investors, Inc.
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| States Licensed in: |
NJ, NY, PA, VA, MD, DC, CT, FL, WI, CA
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| Years of Experience in Financial Services: |
7
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| Number of Years with Current Firm: |
7
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65, Series 6, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
0
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| Compensation Methods: |
Commissions, Based on Assets
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| Prepared By: |
Jarrod W. Burke, CFP® |
Frequently Asked Questions |
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