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JARROD BURGESS
Jarrod CLAYTON Burgess
CRD#: 4589684
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 5128 APACHE PLUME RD
STE 350
FORT WORTH, TX 76109
STE 350
FORT WORTH, TX 76109
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 5128 APACHE PLUME RD
STE 350
FORT WORTH, TX 76109
STE 350
FORT WORTH, TX 76109
0
Disclosures
22
Years of Experience
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State Registrations
B
Texas 12/9/2019
IA
Texas 12/11/2020
SRO Registrations
B
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IA
Registered with this firm since 12/11/2020
B
Registered with this firm since 12/9/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/02/2018 - 02/17/2021 | RICHMOND, VA | |
B | 01/02/2018 - 02/17/2021 | RICHMOND, VA | |
IA | 05/26/2017 - 01/02/2018 | DALLAS, TX | |
B | 05/18/2017 - 01/02/2018 | DALLAS, TX | |
B | 10/23/2009 - 05/01/2017 | FORT WORTH, TX | |
B | 12/02/2005 - 10/23/2009 | FT. WORTH, TX | |
B | 07/06/2005 - 11/30/2005 | CHICAGO, IL | |
B | 10/23/2002 - 07/06/2005 | CHICAGO, IL |
FORT WORTH, TX
10/23/2009 - 05/01/2017
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.