Jason E. Burge
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Eugene Burge, who also goes by Jason E Burge, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2000. Jason had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 1, 2019 - January 28, 2020
FFEC WEALTH PARTNERS LLC
February 24, 2015 - June 22, 2017
FORESTERS EQUITY SERVICES, INC.
June 9, 2014 - December 18, 2014
MML INVESTORS SERVICES, LLC
January 14, 2010 - November 19, 2012
CENTAURUS FINANCIAL, INC.
February 6, 2007 - November 30, 2009
WOODBURY FINANCIAL SERVICES, INC.
January 12, 2006 - December 1, 2006
OSAIC FS, INC.
July 27, 2000 - September 9, 2005
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FFEC WEALTH PARTNERS LLC
CRD#: 16507 / SEC#: 801-63970, 8-34082
Contact information
Regulatory assets under management
| Total Number of Accounts | 5,755 |
| AUM (Assets Under Management) | $ 2,371,850,816 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
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.
