Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lee Burks is a financial advisor currently with Stephens. Jesse has been in the industry since 1984 and has worked for several other firms in the past. Jesse has a Series 7 and Series 63 license along with the SIE exam. Jesse holds licenses in several states and has a breadth of experience that covers a wide range of financial services. Stephens offers a variety of investment services such as financial planning, portfolio management, and educational seminars. Jesse is experienced in working with individuals and businesses to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
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.
1
2
AR
03/05/2001 - Present
Stephens (LITTLE ROCK AR)
TN
06/18/1996 - 03/23/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AR
10/02/1990 - 06/25/1996
LLAMA COMPANY (FAYETTEVILLE AR)
AL
11/21/1989 - 10/02/1990
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MI
02/07/1989 - 11/14/1989
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
01/28/1988 - 11/11/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/27/1987 - 01/14/1988
UNITED CAPITAL CORPORATION
NA
06/28/1984 - 04/29/1987
CREWS & ASSOCIATES, INC.
NA
11/22/1983 - 07/06/1984
SWINK & COMPANY, INC.
BC
Issued 09/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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