Kurtis E Burcume
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 feeOther
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.
- Edward JonesJan 2026 to now
- LPL Financial LLCApr 2024 to Jan 2026
- Bjs Wholesale ClubAug 2023 to Apr 2024
- Self Employed - Door DashJan 2023 to Jul 2023
- Fidelity InvestmentsAug 2021 to Dec 2022
- Allstate Insurance CompanyJun 2020 to Aug 2021
- UnemployedFeb 2020 to May 2020
- Infinex Investments, Inc.Oct 2017 to Jan 2020
- Virginia Commonwealth BankOct 2017 to Jan 2020
- M&t Securities, IncFeb 2015 to Oct 2017
- M&t BankJan 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6336316
- Firm CRD
- 250