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Jay Yarbrough

Burch & Company, Inc.

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About Jay Yarbrough

Jay Yarbrough is a financial advisor with Burch & Company, Inc.. Jay has been in the industry since 2011. Jay has a Series 7, Series 79, and Series 63 license. Jay is registered to provide financial advice in New York. Prior to joining Burch & Company, Inc., Jay was registered with Morgan Stanley & Co. Incorporated and Savvian Advisors, LLC.

Firm Information

Jay Yarbrough is currently registered with Burch & Company, Inc.. Burch & Company, Inc. is a Corporation formed on June 8, 1999. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states and the District of Columbia. The firm's profile indicates that it has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

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.

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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Jay Yarbrough’s Registration & Firm History

MO

11/13/2015 - Present

Burch & Company, Inc. (KANSAS CITY MO)

NY

08/09/2007 - 08/08/2008

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

11/16/2005 - 07/23/2007

SAVVIAN ADVISORS, LLC (NEW YORK NY)

NY

10/20/2000 - 09/06/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Yarbrough.
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