JB
Jeffrey S. Burch
CETERA INVESTMENT ADVISERS LLC
CONCORD, OH 44077
Some features on this profile are disabled
CRD#: 7331312
JB
Professional summary
Jeffrey Scott Burch, who also goes by Jeff S Burch, Jeffery S Burch, Jeffrey Burch, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Concord, Ohio and CETERA WEALTH SERVICES, LLC located in Concord, Ohio.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jeffrey has worked at 4 firms and has passed the Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff S Burch | Jeffery S Burch | Jeffrey Burch
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) Zappitelli Financial Services~9946 Johnnycake ridge rd~Concord~OH~44077~Accounting Services/Tax Preparation~Employee~5/1/2011~80hrs~32hrs~My duties are to focus on personal accounting and tax issues for for Zappitelli financial clients. I meet with clients, perform bookkeeping, complete personal tax returns, and provide financial and investment advice. All investments will be completed through Avantax 2) Department of Defense Office of Inspector General~'NIR'~1240 E9th street~Cleveland~OH~44199~Other~Employee~7/22/2018~160hrs~98hrs~I am a Lead Auditor in charge of a team of auditors who audit different fascist within the DoD. I interview individuals involved with the department of defense as it relates to specific audits being conducted. I formalize and submit test plans. I review and complete testing samples. I complete and write up findings of the audits and issue final reports. 3) BURCH INVESTMENTS POSITION: Owner NATURE: Burch Investments provides comprehensive wealth management services and simplifies the complex financial affairs to set our clients up to achieve their goals in life. Burch Investments is a private financial services firm that specializes in providing comprehensive financial planning and wealth management services to successful individuals, families and business owners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 02/27/2022 ADDRESS: 10555 Alyssa Ct, Concord OH 44077, United States DESCRIPTION: As the owner of Burch Investments I am responsible for1.) Client Management2.) Employee Management3.) Investment Strategies4.) Accounting5.) Advertisement 4) ZAPPITELLI WEALTH ADVISORS POSITION: Investment Broker NATURE: Provide wealth management for securities and investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2022 ADDRESS: 9946 Johnnycake Ridge Road, Concord OH 44077, United States DESCRIPTION: Provide wealth management for securities and investments
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Burch'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9946 Johnnycake Ridge Road, Concord, OH 44077RIA
CRD#: 105644
CONCORD, OH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9946 Johnnycake Ridge Road, Concord, OH 44077BD
CRD#: 13572
Concord, OH
Past
August 23, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Concord, OH
Past
April 13, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Concord, OH
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
Michigan(10/7/2025)
RR
Ohio(9/5/2025)
IAR
Ohio(9/5/2025)
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 12/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/13/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
