Jeffrey Burgess, financial advisor Johnson City TN
83 score

Jeffrey Burgess

CRD Number: 3162934
Current Firm: Ftb Advisors, Inc.

Jeffrey Burgess (CRD# 3162934) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Johnson City, TN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ftb Advisors, Inc. Johnson City, TN Jul 2015 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2011 - Jun 2015 4
Suntrust Bank Kingsport, TN Jan 2011 - Jun 2015 4
Bb&t Investments Asheville, NC Sep 2010 - Dec 2010 < 1
Suntrust Investment Services, Inc. Atlanta, GA Oct 2008 - Jul 2010 1
Northwestern Mutual Investment Services, LLC Johnson City, TN Mar 2008 - Jun 2008 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2008 - Jun 2008 < 1
Unemployed Gray, TN Oct 2007 - Feb 2008 < 1
Uvest Financial Services Charlotte, NC Mar 2007 - Oct 2007 < 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2006 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey L. Burgess
Phone Number: 901-818-6065
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    4,123
    MILLIONS
  • Total Number of Accounts
    4,572
    ACCOUNTS
  • Average Account Value
    $901,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
83

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