Jeffrey Scott Burrow
Investment adviser representative at Sierra Ocean, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$544.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sierra Ocean, LLCJun 2021 to now
- Goldman Sachs Personal Financial ManagementAug 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sierra Ocean, LLC
$544.6MAssets managed
181Clients
3Advisers
5 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 (opens in a new tab) site.
- Individual CRD
- 4119745
- Firm CRD
- 313829