JB
JB

James Burgett

5 Years of Experience
Phoenix, AZ
Broker

James Burgett is a registered investment advisor, based in Phoenix, AZ, with 5 years of industry experience.

Location

7720 N 16th Street, Suite 350, Phoenix, AZ, 85020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott provides consulting services regarding retiree benefits from the Arizona Public Safety Personnel Retirement System (PSPRS) and Deferred Retirement Option Program (DROP), dedicating about half of his time. He also owns Scott Harris Financial Group and Command Equities LLC for income tracking and consulting.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2025 - Present · 9 mos
The Ameriflex Group
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
November 2022 - September 2023 · 10 mos
Principal Securities, INC.
January 2021 - November 2022 · 1 yr 10 mos
Principal Securities, INC.Broker
August 2020 - November 2022 · 2 yrs 3 mos
State Registrations1 state
AZ
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.