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JB

Jeff Burkett

FRONTIER SECURITIES
Richmond, VA 23233
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CRD#: 4865886
JB
Jeff BurkettFRONTIER SECURITIES

Professional summary


Jeff Burkett, who also goes by Jeffrey Scott Burkett, Jeffrey Scptt Burkett, Jeffrey Burkett, is a registered financial professional 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.

Aliases


Jeffrey Scott Burkett | Jeffrey Scptt Burkett | Jeffrey Burkett

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) - BD


Click below to view Jeff Burkett'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

September 3, 2026 - Present

FRONTIER SECURITIES

Office #1: 3307 Church Road, Suite 220, Richmond, VA 23233Office #2: 3307 Church Road Suite 220, Richmond, VA 23233
BD
CRD#: 136102
Richmond, VA
Past

May 24, 2012 - September 7, 2021

HARRIS WILLIAMS

BD
CRD#: 113930
RICHMOND, VA
Past

August 31, 2007 - April 24, 2012

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

December 17, 2004 - August 14, 2006

FINTRUST BROKERAGE SERVICES, LLC

BD
CRD#: 41608
RALEIGH, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/22/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/6/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (47 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


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

Red Flags


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

Company Information


FRONTIER SECURITIES

CRD#: 136102Richmond, VA 23233

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