Best Investors Account Sign in

Jason Burdett

Edward Jones

Fort Worth, TX

CRD 7063618

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-21
  • TX RA
    APPROVED
    Since 2019-05-21

Branch Locations

4533 Heritage Trace Pkwy Suite 1415, Fort Worth, TX 76244 • 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
Edward Jones St Louis MO 02/2019 Present
Windermere Real Estate Henderson NV 10/2013 01/2019
  • 02/2019 → Present
    Edward Jones
    St Louis, MO
  • 10/2013 → 01/2019
    Windermere Real Estate
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-18
  • S66 Uniform Combined State Law Examination
    2019-05-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor