Jonathan Thomas Burns
Investment Adviser Representative at BCA Private Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Thomas Burns is an investment adviser representative with BCA Private Wealth, Inc. in Greenville, SC, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors LLCOct 2023 – Jun 2024New York, NY
- Thomasville National Bank Financial ServicesMay 2023 – Oct 2023Greenville, SC
- Pleasant EYE CAREMay 2022 – Aug 2022Mount Pleasant, SC
- First Reality AND AppraisalsMay 2021 – Aug 2021Cairo, GA
- GLEN Arven Country CLUBMay 2018 – Aug 2020Thomasville, GA
- Wofford CollegeAug 2019 – May 2023Spartanburg, SC
- Brookwood HighschoolAug 2014 – May 2019Thomasville, GA
- Ballentine Capital Advisors, Inc.Aug 2024 – no end date reportedGreenville, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BCA Private Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $350,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Greenville, SC
- SEC file number:
- 801-120268
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 18, 2026
View full firm profileOther advisors at BCA Private Wealth, Inc.
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Thomas Burns has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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