Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy James Burton is an Investment Advisor Representative with Private Client Services, LLC. Jeremy has been in the financial services industry since December 12, 2002. Jeremy currently holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 66. Jeremy is registered with the state of Colorado. Jeremy has worked for several firms including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Investment Centers of America, Inc., SII Investments, Inc., and T. Rowe Price Investment Services, Inc. Jeremy's expertise includes financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
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.
1
2
CO
11/17/2023 - Present
Private Client Services, LLC (Monument CO)
FL
05/21/2018 - 05/28/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/21/2018 - 05/28/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
WI
05/21/2002 - 04/24/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
10/22/2001 - 04/24/2018
SII INVESTMENTS, INC. (APPLETON WI)
MD
09/20/2000 - 05/01/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 07/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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