John Monahan Burns
Investment adviser representative at Factor Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$781MFirm assets
Are you John Monahan Burns? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
10 years in the industry.
- Factor Wealth Management Ltd.Apr 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Factor Wealth Management
Legal name: Factor Wealth Management Ltd.
$781MAssets managed
239Clients
5Advisers
37 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
- 6677158
- Firm CRD
- 104708