Jeffrey Burrell is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-08-30 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-09-08 | 2024-08-27 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-03-04 | 2022-05-27 | — |