Jeffrey Scott Burch

Current Employers

Employment History

• 03/2021 → 09/2025
  Avantax Investment Services, Inc
  Concord, OH
• 05/2011 → Present
  Zappitelli Financial Services
  Concord, OH
• 05/2006 → Present
  Defense Finance & Actg Serv
  Cleveland, OH
• 02/2022 → Present
  Burch Investments
  Concord, OH
• 08/2023 → 09/2025
  Avantax Advisory Services
  Concord, OH
• 02/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Concord, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-08-23 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Concord, OH

Other Businesses

1) Zappitelli Financial Services~9946 Johnnycake ridge rd~Concord~OH~44077~Accounting Services/Tax Preparation~Employee~5/1/2011~80hrs~32hrs~My duties are to focus on personal accounting and tax issues for for Zappitelli financial clients. I meet with clients, perform bookkeeping, complete personal tax returns, and provide financial and investment advice. All investments will be completed through Avantax 2) Department of Defense Office of Inspector General~'NIR'~1240 E9th street~Cleveland~OH~44199~Other~Employee~7/22/2018~160hrs~98hrs~I am a Lead Auditor in charge of a team of auditors who audit different fascist within the DoD. I interview individuals involved with the department of defense as it relates to specific audits being conducted. I formalize and submit test plans. I review and complete testing samples. I complete and write up findings of the audits and issue final reports. 3) BURCH INVESTMENTS POSITION: Owner NATURE: Burch Investments provides comprehensive wealth management services and simplifies the complex financial affairs to set our clients up to achieve their goals in life. Burch Investments is a private financial services firm that specializes in providing comprehensive financial planning and wealth management services to successful individuals, families and business owners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 02/27/2022 ADDRESS: 10555 Alyssa Ct, Concord OH 44077, United States DESCRIPTION: As the owner of Burch Investments I am responsible for1.) Client Management2.) Employee Management3.) Investment Strategies4.) Accounting5.) Advertisement 4) ZAPPITELLI WEALTH ADVISORS POSITION: Investment Broker NATURE: Provide wealth management for securities and investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2022 ADDRESS: 9946 Johnnycake Ridge Road, Concord OH 44077, United States DESCRIPTION: Provide wealth management for securities and investments

Designations

Other Names

• Jeffery S Burch
• Jeff S Burch
• Jeffrey Burch