Jeffrey Burgess, CRPC

President

Investment Adviser Representative


About - Burgess Wealth Advisory

Jeffrey Burgess, CRPC
President
Investment Adviser Representative
             
Education:  
    • Connecticut College B.S. Religious Studies and Physics
Work Experience:
    •  Internal Revenue Service 1995-1997
    •  Ameriprise Franchisee Owner and Financial Advisor 1997-2015
    •  President and Investment Advisor at Burgess Wealth Advisory 2015 - present
Professional Designations:
    •  CRPC, Chartered Retirement Planning Counselor from The College of Financial Planning 2006 - present
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Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.  


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“Jasper”

3900 Westerre Parkway

Suite 300

Richmond, VA 23233

Office: 804-320-3136

Mobile: 804-350-3326

jBurgess@BurgessWealth.com

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