Jeffrey M. Burandt

WORTH ASSET MANAGEMENT

PROSPER, TX

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CRD#: 2504191

Professional summary

Jeffrey Mead Burandt, CFP®, who also goes by Jeff M Burandt, Jeff Mead Burandt, is a registered financial advisor currently at WORTH ASSET MANAGEMENT located in Prosper, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff M Burandt | Jeff Mead Burandt

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Mead Burandt's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

June 2, 2021 - Present

WORTH ASSET MANAGEMENT

RIA

CRD#: 166970

PROSPER, TX

Past

July 17, 2009 - August 19, 2021

HARBOR WEALTH MANAGEMENT, INC.

RIA

CRD#: 150766

ADDISON, TX

Past

February 20, 2007 - July 9, 2025

WORTH FINANCIAL GROUP INC.

CRD#: 13478

Prosper, TX

Past

January 16, 2007 - December 31, 2009

TITAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 132401

PLANO, TX

Past

January 12, 2006 - March 13, 2007

LEO BROKERAGE, LLC

CRD#: 109121

PLANO, TX

Past

January 22, 2004 - December 13, 2005

PERSHING LLC

RIA

CRD#: 7560

DALLAS, TX

Past

December 15, 2003 - December 13, 2005

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

February 6, 1998 - December 13, 2005

LOCKWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 40655

DALLAS, TX

Past

February 4, 1998 - December 13, 2005

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

August 13, 1996 - January 28, 1998

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

July 27, 1994 - August 15, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WORTH ASSET MANAGEMENT

WORTH ASSET MANAGEMENT | WORTH ASSET MANAGEMENT, LLC

CRD#: 166970 / SEC#: 801-122206

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

Texas

Registered Investment Advisory firm - (11/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(6/2/2021)

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: 10/16/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/1994

General Securities Representative Examination

Current Firm

WORTH ASSET MANAGEMENT

WORTH ASSET MANAGEMENT | WORTH ASSET MANAGEMENT, LLC

CRD#: 166970 / SEC#: 801-122206

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

Texas

Registered Investment Advisory firm - (11/11/2021 Terminated)

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Contact information

Main Address

16660 Dallas Parkway Suite 1000, Dallas, TX 75248-2612

Mailing Address

Phone number

(469) 257-5074

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FEB 2022 (2/12/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 270,009,431

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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Firm Stability Insights

Jeffrey M. Burandt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Mead Burandt's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARBOR WEALTH MANAGEMENT, INC.

WORTH FINANCIAL GROUP INC.

TITAN WEALTH MANAGEMENT, LLC

LEO BROKERAGE, LLC

PERSHING LLC

PERSHING LLC

LOCKWOOD FINANCIAL SERVICES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

WFG INVESTMENTS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

WORTH ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/1995

Series 63

Date: 8/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/26/1994

Current Firm

WORTH ASSET MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTH ASSET MANAGEMENT

TRUST BUT VERIFY

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