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Jeffrey Burgess

Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
32 yearsFirm in business

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From SEC records

voyafinancialadvisors.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Voya Financial Advisors, Inc.Dec 2025 to now
  2. Tristar AdvisorsMay 2024 to Dec 2025
  3. Cetera Investment Advisers LLCNov 2022 to May 2024
  4. Cetera Investment Services LLCNov 2022 to May 2024
  5. Regions BankNov 2022 to May 2024
  6. Advised Assets Group, LLCJan 2022 to Jul 2022
  7. Gwfs Equities, IncJan 2022 to Jul 2022
  8. HumanaAug 2020 to Dec 2021
  9. HumamaJun 2020 to Oct 2022
  10. Cary Street Partners, LLCJan 2020 to Aug 2020
  11. Bcs Financial, LLCNov 2018 to Jan 2020
  12. Purshe Kaplan Sterling InvestmentsNov 2018 to Jan 2020
  13. Ftb Advisors, Inc.Jul 2015 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (TN).

Voya Financial Advisors, Inc.

$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

Individual CRD
3162934
Firm CRD
2882
Advisor's SEC record
Contact this firm