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JR Burke Allegedly Misled Investors

JR Burke (CRD #: 841681), a broker registered with M Holdings Securities, is the subject of an investor dispute. This is according to his BrokerCheck record, accessed on September 27, 2024. Keep reading if you have questions regarding his alleged conduct. 

Investor Allegations 

On July 25, 2024, an investor alleged that JR Burke provided misleading illustrations to clients. The investors alleged that these resulted in distributions that were lower than intended. The dispute settled for $98,364.14. 

Misrepresentation 

FINRA Rule 2020 prohibits the use of deceptive, manipulative, and otherwise fraudulent methods to influence the purchase and sale of securities. The misrepresentation or omission of material facts violates this rule.

Background Infomation 

JR Burke has passed the following exams:

  • Series 63 Uniform Securities Agent State Law Examination 
  • Series 6TO Investment Company Products/Variable Contracts Representative Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 
  • Series 1 Registered Representative Examination 

He is a registered broker in 21 states and D.C. He is a registered investment adviser in Pennsylvania. 

During his 47 years of experience, JR Burke has registered with three firms: 

  • M Holdings Securities (CRD #: 43285) 
  • 1717 Capital Management Company (CRD #: 4082) 
  • Mutual Service Corporation (CRD #: 4806) 

Kurta Law Can Help 

If you worked with JR Burke and you have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.