Jeffrey H. Burton

SAPERE WEALTH MANAGEMENT

CHARLOTTESVILLE, VA 22911

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CRD#: 4496330

Professional summary

Jeffrey Howell Burton is a registered financial advisor currently at SAPERE WEALTH MANAGEMENT, LLC located in Charlottesville, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 3 firms and has passed the Series 66, Series 63, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Howell Burton'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

March 10, 2009 - Present

SAPERE WEALTH MANAGEMENT, LLC

Office #1: 675 Peter Jefferson Parkway Suite 145, Charlottesville, VA 22911

RIA

CRD#: 119598

CHARLOTTESVILLE, VA

Past

August 30, 2007 - March 4, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

CHARLOTTESVILLE, VA

Past

February 6, 2007 - April 30, 2007

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

RIA

CRD#: 109729

MILWAUKEE, WI

Past

October 4, 2005 - February 6, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

CHARLOTTESVILLE, VA

Past

June 18, 2002 - March 4, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHARLOTTESVILLE, VA

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".

SAPERE WEALTH MANAGEMENT, LLC

CRD#: 119598 / SEC#: 801-61056

RIA

Registered Investment Advisory firm - (4/5/2002 Approved)

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

Virginia
(3/10/2009)

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: 9/29/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/27/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/12/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/12/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAPERE WEALTH MANAGEMENT, LLC

CRD#: 119598 / SEC#: 801-61056

RIA

Registered Investment Advisory firm - (4/5/2002 Approved)

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Contact information

Main Address

130 Matthews Station St. Suite 2a, Matthews, NC 28105

Mailing Address

Phone number

(704) 321-5244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAPERE WEALTH MANAGEMENT - PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 346,213,230

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey H. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Howell Burton's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SAPERE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2005

Series 63

Date: 6/27/2002

Series 7

Date: 10/12/2004

Series 6

Date: 6/12/2002

Current Firm

SAPERE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAPERE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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