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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gaylord Burch is a registered investment advisor representative with EP Wealth Advisors. Jeffrey Burch has been in the industry since 1998 and is licensed in Alabama, California, Colorado, Maine, Maryland, Massachusetts, New Hampshire, and Texas. He holds Series 7 and Series 63 licenses and has passed the Uniform Investment Adviser Law Examination. Jeffrey Burch has experience working at BANC OF AMERICA SECURITIES LLC, MORGAN STANLEY & CO., INCORPORATED, and CHASE SECURITIES INC. Jeffrey Burch also serves on the Investment Committee for MaineHealth. Jeffrey Burch focuses on providing investment guidance for individuals, businesses, and retirement plans. He also provides educational seminars and financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/13/2023 - Present
EP Wealth Advisors (TORRANCE CA)
NY
08/20/2003 - 07/16/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
07/27/1998 - 06/19/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
04/21/1998 - 08/19/1998
CHASE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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