James J. Burkeitt

CHESAPEAKE CAPITAL MANAGEMENT

TURNERSVILLE, NJ 08012

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CRD#: 1038156

Professional summary

James Joseph Burkeitt, who also goes by James Joseph Burkeiett, James Joseph Burkett, is a registered financial advisor currently at CHESAPEAKE CAPITAL MANAGEMENT, LLC located in Turnersville, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. James has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Joseph Burkeiett | James Joseph Burkett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CAPITAL FINANCIAL SERVICES CORP. 188 FRIES MILL ROAD, SUITE B-2 TURNERSVILLE NJ 08012 SINCE 09/1996 VICE PRESIDENT/ADVISOR FINANCIAL SERVICES LIFE AND HEALTH INSURANCE 200 HRS PER MONTH CAPITAL EQUITY HOLDINGS LLC 1311 MALLARD LANE MILLVILLE, NJ 08332 OFFICE BUILDING RENTAL SINCE 2003 50% PARTNER APPROX. 2 HOURS PER WEEK CAPITAL COMMERCIAL OPERATIONS LLC 1311 MALLARD LANE MILLVILLE, NJ 08332 RESIDENTIAL REAL ESTATE INVESTING SINCE 2003 50% PARTNER APPROX. 2 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Burkeitt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 20, 2019 - Present

CHESAPEAKE CAPITAL MANAGEMENT, LLC

Office #1: 188 Fries Mill Road Suite B-2, Turnersville, NJ 08012

RIA

CRD#: 270014

TURNERSVILLE, NJ

Past

July 7, 2006 - June 16, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

TURNERSVILLE, NJ

Past

May 8, 2000 - June 16, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

TURNERSVILLE, NJ

Past

October 8, 1996 - May 11, 2000

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

March 29, 1983 - October 3, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

June 8, 1982 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/26/2023)

IAR

New Jersey
(5/20/2019)

IAR

Pennsylvania
(5/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/7/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHESAPEAKE CAPITAL MANAGEMENT, LLC

CAPITAL FINANCIAL SERVICES CORP | SILVESTRI FINANCIAL & TAX ADVISORS, INC. | MCFOLLING FINANCIAL GROUP | CHESAPEAKE CAPITAL MANAGEMENT, LLC

CRD#: 270014 / SEC#:

Delaware

Registered Investment Advisory firm - (2/8/2019 Approved)

Florida

Registered Investment Advisory firm - (2/11/2019 Approved)

Maryland

Registered Investment Advisory firm - (1/3/2017 Approved)

New Jersey

Registered Investment Advisory firm - (2/15/2019 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/10/2017 Approved)

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Contact information

Main Address

4692 Millennium Drive Suite 307, Belcamp, MD 21017

Mailing Address

Phone number

(410) 671-2260

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	219
AUM (Assets Under Management)	$ 25,804,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James J. Burkeitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Burkeitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHESAPEAKE CAPITAL MANAGEMENT, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/1997

Series 63

Date: 6/20/1983

SIE

Date: 6/16/2017

Series 6

Date: 6/7/1982

Current Firm

CHESAPEAKE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHESAPEAKE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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