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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 J Burney is an investment advisor representative at Curi RMB Capital, LLC. Jeffrey has been in the industry since 2006 and has a wide range of experience in the financial services industry. Jeffrey has held previous positions at Crestone Securities LLC and J.P. Morgan Securities LLC. Jeffrey is licensed to provide investment advice in Colorado. Jeffrey's professional designations include Series 7, Series 63, Series 66, and Series 99. Jeffrey specializes in providing investment advice to individuals, families, businesses, and institutions. Jeffrey is committed to providing his clients with personalized financial advice and services that meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
08/10/2022 - Present
Curi RMB Capital, LLC (Denver CO)
CO
08/27/2015 - 12/02/2020
CRESTONE SECURITIES LLC (BOULDER CO)
CO
10/01/2008 - 08/24/2015
J.P. MORGAN SECURITIES LLC (DENVER CO)
NY
11/29/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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