Jake Burnham
Ballast Financial Advisors · West Chester, Pennsylvania
Jake Burnham is a fee-only financial advisor at Ballast Financial Advisors in West Chester, Pennsylvania. Ballast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ballast Financial Advisors |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.6M across 1,573 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8288773 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.anchorcap.net |
How Jake's firm compares
- Ballast Financial Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 1,573 accounts).
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Questions about Jake
Is Jake Burnham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and Ballast Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, Ballast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jake Burnham based?
Jake Burnham is based in West Chester, Pennsylvania.
Is Jake Burnham registered with the SEC?
Yes. Jake Burnham is registered as an investment adviser representative in PA (CRD 8288773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ballast Financial Advisors manage?
Ballast Financial Advisors reports $342.6M across 1,573 accounts in assets under management.
How do I contact Jake Burnham?
Through Jake's website, www.anchorcap.net.
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
- 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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