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Jesse Burditt

Ofg Financial Services, INC.
52 Years of Experience
Bryan, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jesse Burditt is a registered investment advisor at Ofg Financial Services, INC., based in Bryan, TX, with 52 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 855 clients with $270M in assets under management.

Ofg Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
855 clients
Average Client Portfolio
$317K average
Assets Under Management
$271.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $5.0M0.70%
$5M+0.65%

Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bryan, TX

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jesse spends about half of their time doing business as The Burditt Company, selling life and health insurance and providing advice, earning commissions. Jesse also spends minimal time self-employed with HIO Oil & Gas, LLC, purchasing oil and gas leases, minerals, or royalty interests, and negotiating terms, earning profits.

Employment History
Current Registrations
Ofg Financial Services, INC.
May 2008 - Present · 18 yrs 5 mos
Ofg Financial Services, INC.
April 1992 - Present · 34 yrs 6 mos
Ofg Financial Services, INC.Broker
April 1992 - Present · 34 yrs 6 mos
Previous Registrations
Jefferson-Pilot Investor Services, INC.Broker
October 1990 - December 1996 · 6 yrs 2 mos
The Columbian Securities CorporationBroker
January 1987 - April 1992 · 5 yrs 3 mos
Aps Securities CorporationBroker
November 1986 - January 1987 · 2 mos
The Columbian Securities CorporationBroker
August 1978 - April 1992 · 13 yrs 8 mos
The Mutual Life Insurance Company of New YorkBroker
February 1976 - December 1986 · 10 yrs 10 mos
Jefferson-Pilot Equity Sales, INC.Broker
March 1974 - May 1982 · 8 yrs 2 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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