Investment adviser representative · Northwest Asset Management
James A. Burton
CRD 2201399 · Mercer Island, WA
At a glance
James A. Burton is an investment adviser representative with Northwest Asset Management in Mercer Island, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Northwest Asset ManagementSince January 2013Mercer Island, WA · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.