James D Burleson
Investment adviser representative at Forge Financial
23 yearsExperience
2 statesRegistered in
$1.5BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Forge Financial Services, LLCNov 2019 to now
- Forge FinancialJan 2018 to now
- LPL Financial, LLCJun 2013 to now
- Remax 1stOct 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Forge Financial
Legal name: Forge Financial Services, LLC
$1.5BAssets managed
4,683Clients
15Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5995946
- Firm CRD
- 306480