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Burke, Jim

Regional Vice President – New England

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Luminaries 2026

Asset Managers

Luminaries 2026 Impact Statement

Jim Burke is a seasoned financial services professional with more than 35 years of experience specializing in annuities, mutual funds, and retirement income strategies. As a member of the TruStage team serving the New England region, he partners with financial professionals to help deliver customized solutions that promote long-term financial security for their clients. Jim is passionate about educating advisors on retirement planning, guaranteed income strategies, and innovative products. His commitment to practical education, dependable support, and relationship-building has made him a trusted resource throughout the financial services industry. In addition to his work with advisors, Jim is a respected mentor within TruStage. He generously shares his experience, proven processes, and best practices with colleagues, helping develop the next generation of successful wholesalers.