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Jeffrey Burton

4 Years of Experience
Warr Acres, OK
Broker

Jeffrey Burton is a registered investment advisor at Cetera Investment Advisers LLC, based in Warr Acres, OK, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5560 NW 72 St Bldg A, Warr Acres, OK, 73132

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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 Activities

Jeffrey works as an attorney at J. Michael Entz, Inc. DBA Entz Burton & Associates, providing legal services and spending full-time hours. He also works as a financial professional at Apex Financial Solutions, LLC, dedicating full-time hours to financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
State Registrations1 state
OK
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.
Jeffrey Burton - Financial Advisor | TrueAdvisor