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James Joseph Burkeitt

Chesapeake Capital Management, LLC

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About James Joseph Burkeitt

James Joseph Burkeitt is a financial advisor with over 20 years of experience in the financial services industry. James has a strong track record of providing investment advice to individuals and families. James currently works for Chesapeake Capital Management, LLC. James has held past positions at ProEquities, Inc., 1717 Capital Management Company, Pruco Securities Corporation, and The Prudential Insurance Company of America. James is licensed to provide investment advice in Florida, New Jersey and Pennsylvania. James holds the Series 6, Series 63, and Series 65 licenses. James is also a Chartered Financial Consultant (ChFC).

Firm Information

James Burkeitt is currently registered with Chesapeake Capital Management, LLC. Chesapeake Capital Management, LLC is an investment advisor with 4 licensed agents and 3 investment adviser representatives. They manage $25,804,037 in assets for 219 clients, primarily individuals other than high net worth and high-net-worth individuals. They offer portfolio management for individuals, and educational seminars and publication of periodicals. The firm also participates in wrap fee programs.

$25.80M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Burkeitt’s Registration & Firm History

NJ

05/23/2023 - Present

Chesapeake Capital Management, LLC (TURNERSVILLE NJ)

NJ

05/08/2000 - 06/16/2017

PROEQUITIES, INC. (TURNERSVILLE NJ)

DE

10/08/1996 - 05/11/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

03/29/1983 - 10/03/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/08/1982 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/20/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph Burkeitt.
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