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Jeffrey Mead Burandt

Worth Asset Management

Dallas, TX

Prosper, TX

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Current Employers
Worth Asset Management

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-03
  • TX RA
    APPROVED
    Since 2021-06-03

Branch Locations

17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States

Prosper, TX • 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
Worth Financial Group Inc. Dallas TX 02/2007 Present
Harbor Wealth Management, Inc. Addison TX 06/2009 08/2021
Worth Assest Management, Llc Dallas TX 06/2021 Present
  • 02/2007 → Present
    Worth Financial Group Inc.
    Dallas, TX
  • 06/2009 → 08/2021
    Harbor Wealth Management, Inc.
    Addison, TX
  • 06/2021 → Present
    Worth Assest Management, Llc
    Dallas, TX
Previous Registrations
  • 2009-07-17 → 2021-08-19
    Harbor Wealth Management, Inc.
    Addison, TX
  • 2007-01-16 → 2009-12-31
    Titan Wealth Management, Llc
    Plano, TX
  • 2004-01-22 → 2005-12-13
    Pershing Llc
    Dallas, TX
  • 1998-02-06 → 2005-12-13
    Lockwood Financial Services, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-16
S63 Uniform Securities Agent State Law Examination 1994-08-03
  • S65 Uniform Investment Adviser Law Examination
    1995-10-16
  • S63 Uniform Securities Agent State Law Examination
    1994-08-03
Designations
Other Names
  • Jeff Mead Burandt
  • Jeff M Burandt

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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