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I'm excited to share that I'll be interning with Northwestern Mutual for the next 10 weeks this Spring Quarter! Throughout this internship, I'll…
I'm excited to share that I'll be interning with Northwestern Mutual for the next 10 weeks this Spring Quarter! Throughout this internship, I'll…
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Northwestern Mutual Future Ventures is excited to announce the launch of Fund III, with a $150 million investment to support promising startups…
Northwestern Mutual Future Ventures is excited to announce the launch of Fund III, with a $150 million investment to support promising startups…
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Grateful for the opportunity to join KTVU 2 to talk about what today’s college grads are really facing as they step into the “real world.” While…
Grateful for the opportunity to join KTVU 2 to talk about what today’s college grads are really facing as they step into the “real world.” While…
Liked by Jerome Burton
Experience
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Education
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Santa Clara University
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Activities and Societies: Sustainable Living Undergraduate Research Project
Relevant Coursework: Advance Investment Practice (managed a $273,000 Class Portfolio), Marketing, Organizational Business, Risk Management, Financial Statement Analysis, Portfolio Management, Interpersonal Communication, Business Ethics, and Behaviorial Finance
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Licenses & Certifications
Organizations
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Hope For Crohn's Charity
Board Member
- PresentTo raise awareness for Crohn's disease and to generate funds for Crohn's research.
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"Standing on the shoulders of giants"...... What an amazing group of people on Friday bringing me back to the Wells Fargo room at Haas campus. I…
"Standing on the shoulders of giants"...... What an amazing group of people on Friday bringing me back to the Wells Fargo room at Haas campus. I…
Liked by Jerome Burton
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May is here, and it's the perfect time for a quick insurance checkup 🌸 Check your coverage limits. Make sure your home, auto, and health policies…
May is here, and it's the perfect time for a quick insurance checkup 🌸 Check your coverage limits. Make sure your home, auto, and health policies…
Shared by Jerome Burton
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A chapter of my career recently closed — one I didn't fully see coming. It stung. And after letting myself sit with it, I decided it was the end of a…
A chapter of my career recently closed — one I didn't fully see coming. It stung. And after letting myself sit with it, I decided it was the end of a…
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Financial Literacy Month is all about learning. It’s really the ʻtea’ of finances. Connect with me today to get started.
Financial Literacy Month is all about learning. It’s really the ʻtea’ of finances. Connect with me today to get started.
Shared by Jerome Burton
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I’m thrilled to share that I’ve completed the Retirement Income Certified Professional (RICP®) designation. Earning this credential has expanded my…
I’m thrilled to share that I’ve completed the Retirement Income Certified Professional (RICP®) designation. Earning this credential has expanded my…
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This Money Monday, give your money a little spring refresh 🌷✨ 3 quick steps to get started: 1. Cancel subscriptions you don’t use 2. Revisit your…
This Money Monday, give your money a little spring refresh 🌷✨ 3 quick steps to get started: 1. Cancel subscriptions you don’t use 2. Revisit your…
Shared by Jerome Burton
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Josh Weaver, CFP® recently spoke at a network office meeting, emphasizing the importance and power of a personal referral. He shared how trusted…
Josh Weaver, CFP® recently spoke at a network office meeting, emphasizing the importance and power of a personal referral. He shared how trusted…
Liked by Jerome Burton
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My little boy came home yesterday and asked, “What is Earth Day?” Naturally, I pointed him to The Lorax. One of my favs and still one of the best…
My little boy came home yesterday and asked, “What is Earth Day?” Naturally, I pointed him to The Lorax. One of my favs and still one of the best…
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Excited about this partnership and all the opportunities to come! Share with your network today! See you on the 28th. The Trust (Powered by the…
Excited about this partnership and all the opportunities to come! Share with your network today! See you on the 28th. The Trust (Powered by the…
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Desk move meant I was finally able to get a 4 screen setup. :-)
Desk move meant I was finally able to get a 4 screen setup. :-)
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Two weeks. Two honors. One outstanding leader. As the #40Under40 recognition season concludes for San Francisco Business Times and North Bay…
Two weeks. Two honors. One outstanding leader. As the #40Under40 recognition season concludes for San Francisco Business Times and North Bay…
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Presenting our 40 Under 40 honorees >> bit.ly/48FRlMa
Presenting our 40 Under 40 honorees >> bit.ly/48FRlMa
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You probably already know the basics of what you should be doing to spend less and invest more. The tricky part, as Wharton behavioral scientist…
You probably already know the basics of what you should be doing to spend less and invest more. The tricky part, as Wharton behavioral scientist…
Shared by Jerome Burton
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Wealth Solutions Report
Signature Estate & Investment Advisors, LLC (SEIA) announced Tuesday that it agreed to acquire Select Money Management (SMM), an Aliso Viejo, California, RIA with about $1.6 billion in AUM. The deal is expected to close by Oct. 15, Matt Matrisian, MBA, President of SEIA, told WSR, noting “SEIA approached Select late last year to explore a potential partnership.” With the acquisition, SEIA said it will grow to 28 offices and over 200 employees, and add AssetMark as a new custodial partner. “This partnership is about continuity and care,” according to Tony Amaradio, Founder and Chief Strategist of SMM. https://lnkd.in/eExvBAKK #WealthSolutionsReport #FinancialAdvisors #M&A #WealthManagement
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Wealth Management
RIA Edge Podcast 🎙️ In this episode of the RIA Edge Podcast, host David Armstrong speaks with Arthur Ambarik, CFP®, CEO of Perigon Wealth Management, about the firm’s growth from a small Bay Area RIA into a multi-state, $12 billion firm with a partnership-driven model and large ambitions for the future. Listen to the full podcast >> http://spr.ly/6042CX2t0
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Navigation Group
Think life insurance is only for young people? Think again. From covering final expenses to unlocking retirement income and even long-term care benefits, getting coverage later in life can offer surprising advantages: https://lnkd.in/gKkKifHs #FinancialAdvisor #BayArea #SiliconValley
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Halo Investing
Aura gives advisors the power to model portfolio outcomes. Whether you build custom notes or choose from our list of common structures, you’ll see where Notes fit and the impact their client’s portfolio. Aura can help advisors: 💡 Visualize the strategy with clarity 📈 Explain the full portfolio impact 🧰 Guide conversations with portfolio simulation reports designed for advisors Ready to make Structured Notes a stronger part of your portfolio narrative? 🔗Get started here: https://bit.ly/4neNhHI #FinancialAdvisors #StructuredNotes
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Ashenden Finance SA
𝗚𝗼𝗹𝗱𝗺𝗮𝗻'𝘀 𝗺𝗮𝗰𝗿𝗼 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘀𝘁𝘀 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗯𝘂𝘆𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝘂𝗺𝗺𝗲𝗿 𝗺𝗲𝗹𝘁-𝘂𝗽 𝘁𝗵𝗲𝘀𝗶𝘀 𝗮𝗻𝗱 𝗮𝗿𝗲 𝘀𝗼𝘂𝗻𝗱𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗰𝗮𝘂𝘁𝗶𝗼𝘂𝘀 𝘁𝗵𝗮𝗻 𝗶𝗻 𝗮 𝘄𝗵𝗶𝗹𝗲. “We are tactically neutral in our asset allocation (OW cash, N equities/credit/bonds, UW commodities). We still expect a worsening growth/inflation mix in 2H and elevated risk appetite increases risk of disappointments. The combination of elevated valuations and potentially more mixed macro data points to a modestly negative asymmetry for equities near-term. While equity tail risk has continued to decline, the potential for drawdowns has reset less than the likelihood of a rally recently. The US business cycle may yet face headwinds from tariffs in the second half of the year.”
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