Jeffrey Burch
Jeffrey Burch is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Concord, OH, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9946 Johnnycake Ridge Road, Concord, OH, 44077
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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
Jeffrey works for Zappitelli Financial Services providing accounting and tax services, and is a Lead Auditor for the Department of Defense. He also owns Burch Investments, a wealth management firm, and provides annuity services through Avantax, as well as wealth management for Zappitelli Wealth Advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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