JB
Jesse N. Burditt
OFG FINANCIAL SERVICES
BRYAN, TX
Some features on this profile are disabled
CRD#: 35441
JB
Professional summary
Jesse Newton Burditt III, who also goes by Jesse N Burditt III, is a registered financial advisor currently at OFG FINANCIAL SERVICES, INC. located in Bryan, Texas.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Jesse has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jesse N Burditt Iii
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.
D/B/A THE BURDITT COMPANY - LIFE INSURANCE & HEALTH INSURANCE SALES & ADVICE - COMMISSIONS - 50% TIME SPENT; HIO OIL & GAS, LLC --SELF EMPLOYED PURCHASING OIL & GAS LEASES, MINERALS, OR ROYALTY INTEREST, PURCHASING, FINDING, AND NEGOTIATION OF TERMS - PROFITS - 5% TIME SPENT.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Newton Burditt III's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jesse Newton Burditt III'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®
NoneExperience
Current
May 13, 2008 - Present
OFG FINANCIAL SERVICES, INC.
RIA
BD
CRD#: 23940
BRYAN, TX
Current
April 1, 1992 - Present
OFG FINANCIAL SERVICES, INC.
Office #1: Townsite Plaza #2, Suite 105 120 Se 6th Avenue, Topeka, KS 66603-3515RIA
BD
CRD#: 23940
Topeka, KS
Past
October 1, 1990 - December 6, 1996
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Past
January 19, 1987 - April 1, 1992
THE COLUMBIAN SECURITIES CORPORATION
BD
CRD#: 169
Past
November 6, 1986 - January 1, 1987
APS FINANCIAL CORPORATION
BD
CRD#: 10033
Past
August 8, 1978 - April 1, 1992
THE COLUMBIAN SECURITIES CORPORATION
BD
CRD#: 169
Past
February 4, 1976 - December 4, 1986
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
Past
March 12, 1974 - May 26, 1982
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
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".
OF
OFG FINANCIAL SERVICES, INC.
DEARBORN AND CREGGS, INC. | SECURITY FINANCIAL SERVICES, INC. | PATHWAY FINANCIAL SOLUTIONS | OGDON FINANCIAL SERVICES, INC. | OFG FINANCIAL SERVICES, INC. | MODERN ADVISOR GROUP
CRD#: 23940 / SEC#: 801-127727, 8-40770
RIA
Registered Investment Advisory firm - SEC (4/24/2023 Approved)Arizona
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Kansas
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Missouri
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/14/2025 Terminated)Texas
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Oklahoma(1/3/2017)
RR
Texas(4/1/1992)
IAR
Texas(5/13/2008)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/8/1974
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
OF
OFG FINANCIAL SERVICES, INC.
DEARBORN AND CREGGS, INC. | SECURITY FINANCIAL SERVICES, INC. | PATHWAY FINANCIAL SOLUTIONS | OGDON FINANCIAL SERVICES, INC. | OFG FINANCIAL SERVICES, INC. | MODERN ADVISOR GROUP
CRD#: 23940 / SEC#: 801-127727, 8-40770
RIA
Registered Investment Advisory firm - SEC (4/24/2023 Approved)Arizona
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Kansas
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Missouri
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/14/2025 Terminated)Texas
Registered Investment Advisory firm - SEC (1/8/2025 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
Townsite Plaza #2, Suite # 105 Townsite Plaza #2, Suite 105, Topeka, KS 66603-3515
Mailing Address
Townsite Plaza #2, Suite # 105 120 Se 6th Avenue, Topeka, KS 66603-3515
Phone number
(785) 233-4071
Established
Kansas since 12/12/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
37
SEC notice filing (5 States and Territories)
FINRA licenses (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 270,000,000 |
Disclosures
| Regulatory Event | 2 |
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.
