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JB

Jeffrey J. Burney

CURI CAPITAL
Denver, CO 80206
Some features on this profile are disabled
CRD#: 5199661
JB

Professional summary

Jeffrey J Burney is a registered financial advisor currently at CURI CAPITAL, LLC located in Denver, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 99TO, SIE and Series 7 exams.

top-8-questions

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 J Burney'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

August 10, 2022 - Present

CURI CAPITAL, LLC

Office #1: 250 Filmore Street Suite 600, Denver, CO 80206
RIA
CRD#: 134249
Denver, CO
Past

January 24, 2017 - July 15, 2022

CRESTONE ASSET MANAGEMENT LLC

RIA
CRD#: 108581
BOULDER, CO
Past

September 29, 2015 - December 31, 2016

CRESTONE ASSET MANAGEMENT LLC

RIA
CRD#: 108581
BOULDER, CO
Past

August 27, 2015 - December 2, 2020

CRESTONE SECURITIES LLC

BD
CRD#: 103981
BOULDER, CO
Past

October 1, 2008 - August 24, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DENVER, CO
Past

November 29, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

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
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS

CRD#: 134249 / SEC#: 801-63939

RIA
Registered Investment Advisory firm - (2/15/2005 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
Colorado
(8/10/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/12/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2006
General Securities Representative Examination

Current Firm

CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS

CRD#: 134249 / SEC#: 801-63939

RIA
Registered Investment Advisory firm - (2/15/2005 Approved)
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Contact information

Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606
Mailing Address
Phone number
(312) 993-5800
Established
Firm type
Fiscal year end
# of Employees
168

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JULY 1, 2025 FORM ADV PART 2A CURI RMB CAPITAL, LLC (7/3/2025)

Regulatory assets under management

Total Number of Accounts13,209
AUM (Assets Under Management)$ 9,830,680,915

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/01/2025
Cover Page
Report
11/27/2024
Cover Page
Report
10/27/2023
Cover Page
Report
09/26/2022
Cover Page
Report

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.

Company Information

CURI CAPITAL, LLC

CRD#: 134249Denver, CO 80206

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