JB
Jesse D. Burt
EVERSPIRE
Abilene, TX 79605
Some features on this profile are disabled
CRD#: 6750279
JB
Professional summary
Jesse Duane Burt is a registered financial advisor currently at EVERSPIRE located in Abilene, Texas and MHL INVESTMENTS located in Abilene, Texas.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jesse has worked at 3 firms and has passed the Series 66, Series 7TO, SIE 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.
1. SouthTowne Enterprise, Inc - S-Corp DBA Synchrony Wealth Management; Non-Investment Related; 2449 S Willis St. STE 106, Abilene, TX 79605; Revenue from security business flows through the company, but all Security business is done through MHL Investments; 1/2017-Present; 200 hours a month. 2. TomiPlan - Investment related; Midvale, UT; receive a referral fee for referring business to TomiPlan(Financial Planning Company). No securities or financial products are offered at TomiPlan; 09/06/2023; 10 hrs/month. 3. Domino's Pizza, Non-Investment Related, 33 Windmill Cir, Abilene, TX 79606, Domino's Pizza operates as a quick-service restaurant specializing in pizza delivery and carryout services, Delivery Driver, 5/18/2024, 48 hours/month, 0 hours/month during securities trading hours, Deliver order to designated locations on time, Also assist in food prep, take orders, perform cleaning duties, and rotate food shipments.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Duane Burt's 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®
NoneExperience
Current
May 17, 2024 - Present
EVERSPIRE
Office #1: 2449 S Willis St Ste 106, Abilene, TX 79605RIA
CRD#: 222515
Abilene, TX
Current
September 13, 2023 - Present
MHL INVESTMENTS
Office #1: 2449 S Willis St Ste 106, Abilene, TX 79605BD
CRD#: 2535
Abilene, TX
Past
July 27, 2017 - May 25, 2023
TITAN SECURITIES
BD
CRD#: 131392
ABILENE, TX
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".
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(5/17/2024)
IAR
Texas(5/17/2024)
RR
Utah(5/17/2024)
IAR
Utah(5/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6900 South 900 East Suite 200, Midvale, UT 84047
Mailing Address
Phone number
(801) 545-8706
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,846 |
| AUM (Assets Under Management) | $ 181,142,726 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
