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Jeffrey Michael Burgess

Burgess Wealth Advisory

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About Jeffrey Michael Burgess

Jeffrey Michael Burgess is a registered Investment Advisor Representative at Burgess Wealth Advisory, located in RICHMOND, VA. Jeffrey Michael Burgess has been in the industry since January 1998. Jeffrey Michael Burgess's professional experience includes time at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Jeffrey Michael Burgess has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey Michael Burgess specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Jeffrey Burgess is currently registered with Burgess Wealth Advisory. Burgess Wealth Advisory is a registered investment advisor located in New York, NY, offering financial planning and portfolio management services to individuals, particularly high-net-worth individuals. They manage approximately $45 million in assets for 130 clients.

$45.18M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Burgess’s Registration & Firm History

VA

01/07/2015 - Present

Burgess Wealth Advisory (RICHMOND VA)

VA

01/14/1998 - 01/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)

MN

01/14/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Michael Burgess. Review regulatory record here.
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