Jay Burgman, financial advisor Jamison PA
93 score

Jay Burgman

CRD Number: 1186833
Current Firm: Northwestern Mutual Investment Services,llc

Jay Burgman (CRD# 1186833) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Jamison, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2012 - Current 4
Northwestern Mutual Investment Services, LLC Princeton, NJ Aug 2010 - Current 6
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2010 - Current 6
Northwestern Mutual Investment Services, LLC Doylestown, PA Nov 2010 - Mar 2016 5
Massmutual Life Insurance Company Center Valley, PA Jul 2010 - Jul 2010 < 1
Mml Investors Services Inc. Center Valley, PA Jul 2010 - Jul 2010 < 1
Hilltown Baptist Church Hilltown, PA Aug 1995 - May 2010 14
Linsco Private Ledger Doylestown, PA Nov 2006 - Oct 2007 < 1
Genworth Financial Securities Corporation Stamford, CT Oct 2005 - Nov 2006 1
Financial Design Group Inc. Tucson, AZ Mar 1983 - Nov 2006 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Jay C. Burgman
Phone Number: 866-664-7737
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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