Jeff B. Bland

BURRUS

Salt Lake City, UT 84109

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CRD#: 4365908

Professional summary

Jeff Burrus Bland, who also goes by J B Bland, Jeffrey Burrus Bland, is a registered financial advisor currently at BURRUS located in Salt Lake City, Utah.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeff has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J B Bland | Jeffrey Burrus Bland

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.

RBC- FINANCIAL CONSULTING AND EDUCATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Burrus Bland'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®

None

Experience

Current

January 6, 2011 - Present

BURRUS

Office #1: 2455 E Parley's Way Suite 115, Salt Lake City, UT 84109

RIA

CRD#: 141435

Salt Lake City, UT

Past

January 16, 2008 - December 31, 2010

BURRUS

RIA

CRD#: 141435

SALT LAKE CITY, UT

Past

September 21, 2006 - December 31, 2007

BURRUS

RIA

CRD#: 141435

SALT LAKE CITY, UT

Past

April 26, 2006 - July 26, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SALT LAKE CITY, UT

Past

February 2, 2006 - October 25, 2006

G2 FINANCIAL GROUP, LLC

RIA

CRD#: 135407

SALT LAKE CITY, UT

Past

October 27, 2005 - March 20, 2006

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

January 9, 2004 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SCOTTSDALE, AZ

Past

January 5, 2004 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

July 9, 2001 - December 19, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SALT LAKE CITY, UT

Past

May 18, 2001 - December 19, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

BURRUS

CRD#: 141435 / SEC#: 801-80922

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

Colorado

Registered Investment Advisory firm - (3/11/2015 Terminated)

Montana

Registered Investment Advisory firm - (2/19/2015 Terminated)

New Mexico

Registered Investment Advisory firm - (2/19/2015 Terminated)

Texas

Registered Investment Advisory firm - (2/19/2015 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2015 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
(10/4/2011)

IAR

Utah
(9/30/2011)

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 66

Date: 6/5/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2001

General Securities Representative Examination

Current Firm

BURRUS

CRD#: 141435 / SEC#: 801-80922

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

Colorado

Registered Investment Advisory firm - (3/11/2015 Terminated)

Montana

Registered Investment Advisory firm - (2/19/2015 Terminated)

New Mexico

Registered Investment Advisory firm - (2/19/2015 Terminated)

Texas

Registered Investment Advisory firm - (2/19/2015 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2015 Terminated)

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Contact information

Main Address

2455 E Parley's Way Suite 115, Salt Lake City, UT 84109

Mailing Address

Phone number

(801) 532-0505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURRUS FINANCIAL FORM ADV PART 2A - SEPTEMBER 2025 (9/9/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 213,332,000

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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Jeff B. Bland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Burrus Bland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURRUS

BURRUS

CAMBRIDGE INVESTMENT RESEARCH, INC.

G2 FINANCIAL GROUP, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BURRUS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2001

Series 7

Date: 5/17/2001

Current Firm

BURRUS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURRUS

TRUST BUT VERIFY

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