Jackson Burk
FORM Wealth Advisors · Lake Geneva, Wisconsin
Jackson Burk is a fee-only financial advisor at FORM Wealth Advisors in Lake Geneva, Wisconsin. Jackson charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | FORM Wealth Advisors |
|---|---|
| Based in | Lake Geneva, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $1.06B across 2,724 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8218728 |
| Exams passed | Series 65 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.formwealth.com |
How Jackson's firm compares
- FORM Wealth Advisors's average account is about $388,000, from its Form ADV (assets managed divided by 2,724 accounts).
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Questions about Jackson
Is Jackson Burk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and FORM Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson charges a percentage of assets.
Where is Jackson Burk based?
Jackson Burk is based in Lake Geneva, Wisconsin.
What does Jackson specialize in?
Jackson's specialties include retirement planning, estate & legacy planning and tax planning. Jackson works with retirees and pre-retirees.
Is Jackson Burk registered with the SEC?
Yes. Jackson Burk is registered as an investment adviser representative in WI (CRD 8218728), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FORM Wealth Advisors manage?
FORM Wealth Advisors reports $1.06B across 2,724 accounts in assets under management.
How do I contact Jackson Burk?
Through Jackson's website, www.formwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- FORM Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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