JB
Jeffrey L. Burr
CAPSTONE CAPITAL WEALTH ADVISORS
Henderson, NV 89074-7167
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CRD#: 4083249
JB
Professional summary
Jeffrey Lynn Burr is a registered financial advisor currently at CAPSTONE CAPITAL WEALTH ADVISORS located in Henderson, Nevada.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 4 firms and has passed the Series 65, Series 66 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PART OWNER; NEW MILLENIUM FINANCIAL SERVICES, LLC; NEVADA; INSURANCE SALES
OWNER: JEFFREY L. BURR; NEVADA; ESTATE PLANNING FIRM
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lynn Burr'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
March 26, 2009 - Present
CAPSTONE CAPITAL WEALTH ADVISORS
Office #1: 2600 Paseo Verde Parkway Ste. 150, Henderson, NV 89074-7167RIA
CRD#: 123764
Henderson, NV
Past
June 8, 2006 - December 31, 2008
CAPSTONE CAPITAL WEALTH ADVISORS
RIA
CRD#: 123764
HENDERSON, NV
Past
September 24, 2002 - December 2, 2005
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
PASADENA, CA
Past
February 14, 2002 - August 21, 2002
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
August 31, 2001 - October 15, 2001
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
January 21, 2000 - March 8, 2002
GREAT AMERICAN INVESTORS, INC.
BD
CRD#: 28489
OVERLAND PARK, KS
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".
CC
CAPSTONE CAPITAL WEALTH ADVISORS
BURR-LEAVITT ASSET MANAGEMENT | CAPSTONE CAPITAL WEALTH ADVISORS | CAPSTONE CAPITAL LLC | CAPSTONE CAPITAL GROUP, INC. | CAPSTONE CAPITAL GROUP | CAPSTONE CAPITAL FINANCIAL STRATEGIES | CAPSTONE CAPITAL ASSET MANAGEMENT INC. | CAPSTONE CAPITAL ASSET MANAGEMENT | CAPSTONE CAPITAL
CRD#: 123764 / SEC#: 801-108040
RIA
Registered Investment Advisory firm - (8/4/2016 Approved)California
Registered Investment Advisory firm - (1/7/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (12/8/2017 Terminated)Utah
Registered Investment Advisory firm - (12/18/2017 Terminated)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
Nevada(3/26/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CC
CAPSTONE CAPITAL WEALTH ADVISORS
BURR-LEAVITT ASSET MANAGEMENT | CAPSTONE CAPITAL WEALTH ADVISORS | CAPSTONE CAPITAL LLC | CAPSTONE CAPITAL GROUP, INC. | CAPSTONE CAPITAL GROUP | CAPSTONE CAPITAL FINANCIAL STRATEGIES | CAPSTONE CAPITAL ASSET MANAGEMENT INC. | CAPSTONE CAPITAL ASSET MANAGEMENT | CAPSTONE CAPITAL
CRD#: 123764 / SEC#: 801-108040
RIA
Registered Investment Advisory firm - (8/4/2016 Approved)California
Registered Investment Advisory firm - (1/7/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (12/8/2017 Terminated)Utah
Registered Investment Advisory firm - (12/18/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2600 Paseo Verde Parkway Ste. 150, Henderson, NV 89074-7167
Mailing Address
Phone number
(702) 433-7588
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 537 |
| AUM (Assets Under Management) | $ 360,484,106 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
