James Burkeitt
James Burkeitt is a ChFC-designated registered investment advisor at Chesapeake Capital Management, LLC, based in Turnersville, NJ, with 41 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chesapeake Capital Management offers investment management services exclusively through wrap fee programs. Brokerage commissions and transaction costs are included in the asset-based fee charged to the client. Please refer to Appendix 1 of Part 2A: Chesapeake Capital Wrap Fee Program Brochure for fee details.
Location
188 Fries Mill Road, Suite B-2, Turnersville, NJ, 08012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a Vice President/Advisor at Capital Financial Services Corp. since 1996, focusing on financial services and life and health insurance, which requires more than full-time hours. He is also a 50% partner in Capital Equity Holdings LLC and Capital Commercial Operations LLC, both since 2003, spending minimal time on office building rental and residential real estate investing, respectively.
Employment History
Current Registrations
Chesapeake Capital Management, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations4 states
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