J.W. Burt
Associate Financial Advisor
.
BFA™
About J.W. Burt
J.W. joined Thrivent in 2020, driven by a desire to integrate his passions for entrepreneurship, personal finance, and mission work into his professional career. As an advisor, J.W. leverages his talent for simplifying complex financial topics through engaging whiteboard visuals and compelling social media posts.
J.W. finds fulfillment in giving back through his mission work and volunteering with his church. Outside of work, he cherishes moments with his fiancée, Kaitlin, and his beloved Great Pyrenees Mix, Abe.
My qualifications
- Bachelors of Business Administration/Management, The University of Tennessee
- General Securities Representative
- Securities Industry Essentials
- CA Insurance Lic. #4077984
My state licenses
- Arizona
- Colorado
- Florida
- Indiana
- Kentucky
- Minnesota
- Mississippi
- South Carolina
- Tennessee
- Texas
- Washington
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.