Jeffrey BurgessCRD Number: 5607524
Current Firm: Commerce Brokerage Services, Inc.
Jeffrey Burgess (CRD# 5607524) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Commerce Bank||St. Louis, MO||Dec 2011 - Current||5|
|Commerce Brokerage Services, Inc.||St. Louis, MO||Dec 2011 - Current||5|
|Fisher Investments||Woodside, CA||Jan 2002 - Dec 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management346MILLIONS
Total Number of Accounts2,278ACCOUNTS
Average Account Value$152,043
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, KS, MO, NM, OK, TX