Jeffrey Burgess

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → 11/2018
  Ftb Advisors, Inc.
  Johnson City, TN
• 11/2018 → 01/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → 01/2020
  Bcs Financial, Llc
  Johnson City, TN
• 01/2020 → 08/2020
  Cary Street Partners, Llc
  Johnson City, TN
• 01/2022 → 07/2022
  Gwfs Equities, Inc
  Greenwood Village, CO
• 01/2022 → 07/2022
  Advised Assets Group, Llc
  Greenwood Village, CO
• 08/2020 → 12/2021
  Humana
  Asheville, NC
• 11/2022 → 05/2024
  Regions Bank
  Johnson City, TN
• 11/2022 → 05/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 11/2022 → 05/2024
  Cetera Investment Advisers Llc
  Johnson City, TN
• 06/2020 → 10/2022
  Humama
  Johnson City, TN
• 05/2024 → 12/2025
  Tristar Advisors
  Johnson City, TN
• 12/2025 → Present
  Voya Financial Advisors
  Johnson City, TN

Previous Registrations

• 2022-11-15 → 2024-05-06
  Cetera Investment Advisers Llc
  Johnson City, TN
• 2022-01-18 → 2022-07-26
  Empower Advisory Group, Llc
  Gray, TN
  Greenwood Village, CO
• 2020-01-24 → 2020-08-24
  Cary Street Partners
  Johnson City, TN
• 2019-01-14 → 2020-01-29
  Bcs Wealth Management, Llc
  Johnson City, TN
• 2015-07-01 → 2018-11-02
  First Horizon Advisors, Inc.
  Johnson City, TN
• 2011-01-06 → 2015-07-02
  Truist Investment Services, Inc.
  Johnson City, TN
  Jonesborough, TN
  Kingsport, TN
  Kingsport, TN
  Kingsport, TN
  Gray, TN
  Kingsport, TN
  Kingsport, TN
  Johnson City, TN
  Johnson City, TN
• 2010-09-13 → 2010-12-16
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Asheville, NC
  Asheville, NC
  Asheville, NC
  Old Fort, NC
  Asheville, NC
  Asheville, NC
• 2008-12-11 → 2010-09-14
  Truist Investment Services, Inc.
  Weaverville, NC
  Asheville, NC
  Asheville, NC
  Asheville, NC
  Canton, NC
  Waynesville, NC
  Asheville, NC
  Sylva, NC

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 208 Glen Oaks Dr, Gray TN 37615, United States DESCRIPTION: Sell life and disability insurance where needed

Exams

• S66 Uniform Combined State Law Examination
  2008-12-05
• S63 Uniform Securities Agent State Law Examination
  1999-01-14

Other Names

• Jeffrey Burgess
• Jeff Burgess
• Jeffrey Lynn Burgess