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Jesse Duane Burt

Everspire

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About Jesse Duane Burt

Jesse Duane Burt is a financial advisor who has been in the industry since 2017. Jesse Burt is registered with Everspire and holds licenses in both Texas and Utah. Jesse Burt has a combined 10 years of experience working in the fields of finance and the military. Jesse Burt works with individuals and businesses of all sizes providing financial planning, portfolio management, educational seminars and more.

Firm Information

Jesse Burt is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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other

Wrap fee

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Jesse Burt’s Registration & Firm History

TX

05/17/2024 - Present

Everspire (Abilene TX)

TX

07/27/2017 - 05/25/2023

TITAN SECURITIES (ABILENE TX)

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Licenses & Designations

BOTH

Issued 05/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Duane Burt.
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