James Burkeitt (CRD# 1038156) is an Investment Advisor Representative working at Chesapeake Capital Management, LLC in Turnersville, NJ and has over 40 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chesapeake Capital Management, LLC | Abingdon, MD | May 2019 - Current | 4 |
| Capital Financial Services Corp | Turnersville, NJ | Sep 1996 - Current | 27 |
| Proequities, Inc. | Turnersville, NJ | May 2000 - Jun 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- FL
- NJ
- PA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts211ACCOUNTS
-
Average Account Value$125,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, MD, NJ, PA
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