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Jeff Burkett

FRONTIER SECURITIES
Richmond, VA
·CRD# 4865886·21 years experience

Professional Summary

Jeff Burkett, who also goes by Jeffrey Scott Burkett, Jeffrey Scptt Burkett, Jeffrey Burkett, is a registered financial advisor currently at FRONTIER SECURITIES located in Richmond, Virginia. Jeff is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeff has worked at 4 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeffrey Scott Burkett, Jeffrey Scptt Burkett, Jeffrey Burkett

Blog Corner

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

FRONTIER SECURITIES·CRD# 136102
BD
1. 3307 Church Road, Suite 220, Richmond, VA 232332. 3307 Church Road Suite 220, Richmond, VA 23233
September 3, 2026 - Present
HARRIS WILLIAMS·CRD# 113930
BD
Richmond, VA
May 24, 2012 - September 7, 2021
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
August 31, 2007 - April 24, 2012
FINTRUST BROKERAGE SERVICES, LLC·CRD# 41608
BD
Raleigh, NC
December 17, 2004 - August 14, 2006

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Current Firm

FS
FRONTIER SECURITIES

FRONTIER SECURITIES | FRONTIER SOLUTIONS, LLC

CRD#: 136102 / SEC#: 8-66972
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

3307 Church Road Suite 220, Richmond, VA 23233

Mailing Address

3307 Church Road Suite 220, Richmond, VA 23233

Phone Number

(804) 918-2368

Established

Georgia since 05/03/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ASPEN PARTNERS LLCMANAGING MEMBER—
TERRY, DEBORAH HOLLANDFINOP/CFO5680197
VICK, GEORGE DAVIS IVCHIEF COMPLIANCE OFFICER3006623

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2012About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Mar 2024About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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