Jeffrey BurandtCRD Number: 2504191
Current Firm: Worth Asset Management
Jeffrey Burandt (CRD# 2504191) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 28 years of experience in the finance industry. Jeffrey Burandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Worth Assest Management, LLC||Dallas, TX||Jun 2021 - Current||1|
|Worth Financial Group Inc.||Dallas, TX||Feb 2007 - Current||15|
|Harbor Wealth Management, Inc.||Addison, TX||Jun 2009 - Aug 2021||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management205MILLIONS
Total Number of Accounts564ACCOUNTS
Average Account Value$362,770
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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