JB
JB

Jeff Tearle Burch

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jeff works as an insurance agent selling various insurance products. This takes about a quarter of his time and occurs during trading hours.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2023 - April 2023 · 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2012 - April 2023 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2012 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Jeff Tearle Burch - Financial Advisor | TrueAdvisor