JEFFREY MICHAEL BURGESS is an investment adviser representative (IAR) with state registration records since 1998, appearing at 3 firms. Currently registered with COMPASS FINANCIAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 2026-01-02 | present | Yes |
| BURGESS WEALTH ADVISORY | 2015-01-07 | 2026-01-13 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 1998-09-30 | 2015-01-14 | — |