Jeffrey J Burney
Investment adviser representative at Curi Capital, LLC
11 yearsExperience
1 stateRegistered in
$11.6BFirm assets
21 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Curi Capital, LLCAug 2022 to now
- Crestone Asset Management LLCAug 2015 to now
- Crestone Securities LclAug 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Curi Capital, LLC
$11.6BAssets managed
2,960Clients
98Advisers
21 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
- 5199661
- Firm CRD
- 134249