Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Burmeister is a financial professional with over 10 years of experience in the financial services industry. Jan is currently registered with J.v.b. Financial Group, LLC. Previously, Jan held positions at CODE ADVISORS LLC, WELLS FARGO SECURITIES, LLC, and ARBOR ADVISORS, LLC. Jan holds the Series 63, Series 79, and SIE licenses.
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.
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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CA
01/19/2021 - Present
J.v.b. Financial Group, LLC (Menlo Park CA)
CA
11/01/2018 - 01/05/2021
CODE ADVISORS LLC (SAN FRANCISCO CA)
CA
09/18/2014 - 10/05/2018
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
UT
10/10/2011 - 08/12/2014
ARBOR ADVISORS, LLC (SALT LAKE CITY UT)
BC
Issued 10/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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