Best Investors Account Sign in

Jeffrey Thomas Burgess

Morgan Stanley

Sarasota, FL

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-25
FL RA APPROVED 2018-06-22
  • TX RA
    APPROVED_RES
    Since 2021-02-25
  • FL RA
    APPROVED
    Since 2018-06-22

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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
Morgan Stanley Smith Barney Llc Sarasota FL 08/2017 12/2017
Suny Maritime College Bronx NY 01/2017 05/2017
Flagship Automotive Center Venice FL 07/2017 11/2017
Uber Sarasota FL 05/2017 08/2017
Suny Maritime College Bronx NY 08/2013 05/2017
Morgan Stanley Smith Barney Llc Sarasota FL 01/2018 05/2018
Morgan Stanley Smith Barney Llc Sarasota FL 05/2018 06/2018
Morgan Stanley Private Bank, N.A. New York NY 07/2018 Present
Morgan Stanley Smith Barney Llc Sarasota FL 06/2018 Present
  • 08/2017 → 12/2017
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 01/2017 → 05/2017
    Suny Maritime College
    Bronx, NY
  • 07/2017 → 11/2017
    Flagship Automotive Center
    Venice, FL
  • 05/2017 → 08/2017
    Uber
    Sarasota, FL
  • 08/2013 → 05/2017
    Suny Maritime College
    Bronx, NY
  • 01/2018 → 05/2018
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 05/2018 → 06/2018
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
  • 07/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2018 → Present
    Morgan Stanley Smith Barney Llc
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-21
  • S66 Uniform Combined State Law Examination
    2018-06-21
Other Names
  • Jeff Burgess

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor