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Jacob Evan Burleson

Modera Wealth Management, LLC

Atlanta, GA

Westwood, NJ

CRD 7034671

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Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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