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BFS Wealth Management is an independent office that promises to put our clients’ interests first. Our team can offer you personalized financial planning solutions, designed with a focus on what is truly important to you.

101 Wood Ave South
6th Floor
Iselin, NJ 08830

Fax: 732.744.1240

¹The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any opinions are those of John Burke and not necessarily those of RJFS or Raymond James. Investments mentioned may not be suitable for all investors. Investing involves risk and investors may incur a profit or a loss.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Burke Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

FT 400 Disclosure:

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

The formula the Financial Times uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (FINRA) compliance record and online accessibility.

Check the background of this firm on FINRA’s BrokerCheck. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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