Jason M Burd

Current Employers

Employment History

• 04/2018 → 01/2024
  Edward Jones
  St Louis, MO
• 10/2017 → 03/2018
  Unemployed
  None, PA
• 12/2008 → 09/2017
  Philadelphia Eagles
  Philadelphia, PA
• 01/2024 → Present
  Lpl Financial Llc
  Voorhees, NJ
• 01/2024 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2018-08-27 → 2024-01-22
  Edward Jones
  Mickleton, NJ
  St Louis, MO
  Mickleton, NJ
  Mantua, NJ
  Atlanta, GA
  Sewell, NJ

Other Businesses

1- 01/2024 / SGI Wealth Management, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs mnth / 8 Hrs during trading 2- 01/2024 / NAMMA Realty Referral Group, LLC / Mortgage/Real Estate Services / Investment Related / start date 07/01/2018 3- 01/18/2024 - Private Advsior Group - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advsior Group, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 01/18/2024 - SGI Wealth Management, LLC - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - You are approved based on the specific facts provided in this request. Since the RIA accommodates IARs not affiliated with LPL Financial, you are prohibited from using the RIA name to represent your LPL Financial securities business unless your firm has been approved for co-branding. If these circumstances change, you must notify us immediately.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-25

Other Names

• Jason Matthew Burd