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Jeremy James Burton

Private Client Services, LLC

Colorado Springs, CO

Louisville, KY

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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-17
  • CO RA
    APPROVED
    Since 2023-11-17

Branch Locations

14960 Woodcarver Road, Suite 108, Colorado Springs, CO 80921 • United States

2225 Lexington Rd, Louisville, KY 40206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc. Appleton WI 09/2001 04/2018
Raymond James & Associates, Inc Greenville WI 05/2018 01/2021
Raymond James Financial Services, Inc. Greenville WI 05/2018 01/2021
Raymond James Financial Services Advisors, Inc Greenville WI 05/2018 01/2021
Private Client Services Appleton WI 02/2021 Present
Previous Registrations
  • 2018-05-21 → 2019-05-28
    Raymond James & Associates, Inc.
    Greenville, WI
    St. Petersburg, FL
  • 2018-05-30 → 2019-05-28
    Raymond James Financial Services Advisors, Inc
    Greenville, WI
    Saint Petersburg, FL
  • 2002-02-08 → 2018-04-24
    Sii Investments, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
  • 2010-01-25 → 2018-04-24
    Investment Centers Of America, Inc.
    Appleton, WI
    Appleton, WI
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-10
S63 Uniform Securities Agent State Law Examination 2001-01-30
  • S66 Uniform Combined State Law Examination
    2017-07-10
  • S63 Uniform Securities Agent State Law Examination
    2001-01-30

View on SEC IAPD

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