Jeffery S. Burrus
Professional summary
Jeffery Scott Burrus, who also goes by Jeff Scott Burrus, Jeff Burrus, is a registered financial advisor currently at MARATHON WEALTH PARTNERS, INC located in Austin, Texas.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffery has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Scott Burrus's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2025 - Present
MARATHON WEALTH PARTNERS, INC
August 29, 2013 - September 9, 2025
STIFEL, NICOLAUS & COMPANY, INCORPORATED
August 29, 2013 - September 9, 2025
STIFEL, NICOLAUS & COMPANY, INCORPORATED
February 13, 2013 - August 30, 2013
RAYMOND JAMES & ASSOCIATES, INC.
February 13, 2013 - August 30, 2013
RAYMOND JAMES & ASSOCIATES, INC.
February 27, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
February 27, 2006 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
February 19, 1999 - March 17, 2006
UBS FINANCIAL SERVICES INC.
February 19, 1999 - March 17, 2006
UBS FINANCIAL SERVICES INC.
September 14, 1996 - February 24, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 7, 1994 - September 12, 1996
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2025)
Exams
Current Firm
MARATHON WEALTH PARTNERS, INC
CRD#: 337665 / SEC#: 801-134064
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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