Donald Henry Burgess

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 07/2021
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 08/2011 → 02/2018
  Kitchen Art Of South Florida Inc
  Coral Springs, FL
• 02/2013 → 07/2021
  Fusion Analytics Investment Partners
  Coral Springs, FL
• 07/2021 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Previous Registrations

• 2021-06-23 → 2021-08-10
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2013-02-15 → 2020-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2013-02-15 → 2019-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2013-02-15 → 2016-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
  Coral Springs, FL

Other Businesses

(1) BURGESS CAPITAL PARTNERS LLC; INVESTMENT RELATED; 17229 SALERNO DR., BRADENTON, FL 34202; LLC CREATED FOR BUSINESS PURPOSES; DBA; INVESTMENT ADVISOR REPRESENTATIVE.

Designations

• Chartered Financial Analyst