James Taylor Burns
Investment adviser representative at Ontrack Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$112.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ontrack Wealth ManagementOct 2020 to now
- Bank of America, N.A.Jan 2019 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Oct 2020
- Vintage Financial ServicesJun 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Ontrack Wealth Management
Legal name: Ontrack Wealth Management, LLC
$112.4MAssets managed
76Clients
2Advisers
Under 1 yearIn 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
- 6288116
- Firm CRD
- 311374