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RIA / WealthAdvisor39 years in industry

JOHN JOSEPH BURKE

Advisor at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

PONTE VEDRA, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 18, 1995 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 28, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 28, 1987
First registration: May 18, 1995
Dual registered: no
Other names: JOHN J BURKE
IAPD individual key: 35780

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.	Independent wealth	Aug 21, 2024	n/a	yes	PONTE VEDRA, FL	Current employment
STARBOARD ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 24, 2004	Dec 31, 2020	no	PALM CITY, FL\|STUART, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	May 6, 2004	Jul 13, 2005	no	STUART, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 18, 1995	Apr 2, 2004	no	STUART, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STARBOARD ASSET MANAGEMENT, INC.	TOTAL WEALTH PLANNING AND MANAGEMENT, INC.	Dec 31, 2020	Aug 21, 2024	1,329	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	STARBOARD ASSET MANAGEMENT, INC.	Jul 13, 2005	Aug 24, 2004	-323	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 2, 2004	May 6, 2004	34	Firm change	Other

Relationships

Registered with (4)

→ TOTAL WEALTH PLANNING AND MANAGEMENT, INC.Registered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ STARBOARD ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 24, 2004 to Dec 31, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 6, 2004 to Jul 13, 2005factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 18, 1995 to Apr 2, 2004factForm ADV

Dated events

No dated event names this entity yet.