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TJ

Todd Jarrett Burton

Investment Adviser Representative at MASONBORO ADVISORS

Santa Monica, CACRD #7155447Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd Jarrett Burton has worked in the securities industry since 2023. They are registered to provide investment advisory services in California and North Carolina.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/30/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Masonboro Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MASONBORO ADVISORSCurrent
3/8/2024Santa Monica, CA
PACIFIC WEALTH MANAGEMENT
10/30/20194/17/2020San Diego, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MASONBORO ADVISORS

6 other advisors in the directory

View MASONBORO ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Jarrett Burton 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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