Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
3yrs
Jack Burke is a fiduciary financial advisor in Houston, Texas, with 3 years in the industry. Jack joined Merrill in 2023, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office800 Capitol St, Houston, TX 77002
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMerrillCurrent firm
Contact Jack
Local office(713) 658-1200Ask for Jack. (800) 637-7455Main office · New York, NY 800 Capitol StHouston, TX 77002Office · Get directions
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Jack’s local office at (713) 658-1200 or the Merrill main office at (800) 637-7455, and ask for Jack Burke.
How long has Jack been a financial advisor?
Jack has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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