Jennifer Burgman
Jennifer Burgman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Itasca, IL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Park Blvd, Suite 165C, Itasca, IL, 60143
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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.
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Jennifer is the owner/proprietor of Tistle, Solesky & Burgman Financial Services, a support company, since 2010. She dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Charter One Securities, INC.Broker
Investment Network, INC.Broker
State Registrations14 states
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