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Jacob Evan Burleson

Modera Wealth Management, LLC

Atlanta, GA

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-02
GA RA APPROVED 2019-02-15
  • TX RA
    APPROVED
    Since 2024-08-02
  • GA RA
    APPROVED
    Since 2019-02-15

Branch Locations

Glenridge Highlands One 5555 Glenridge Connector Suite 150, Atlanta, GA 30342 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Modera Wealth Management, Llc Westwood NJ 09/2018 Present
Kautex Textron Lavonia GA 10/2014 09/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-11
  • S65 Uniform Investment Adviser Law Examination
    2019-02-11
Designations

View on SEC IAPD

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