Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Burrell is an investment advisor representative registered with Schwab Wealth Advisory, Inc. located in Atlanta, Georgia. Jeffrey has been in the industry since April 13, 2020 and holds the Series 66, Series 7TO, and SIE licenses. Jeffrey specializes in providing investment advice to individuals, businesses, and trusts. Jeffrey's previous employers include J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
GA
08/30/2024 - Present
Schwab Wealth Advisory, Inc. (Atlanta GA)
GA
09/08/2022 - 08/27/2024
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
01/01/2020 - 05/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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