Jeffrey Scott Burch
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Jeffrey Scott Burch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Burch InvestmentsFeb 2022 to now
- Zappitelli Financial ServicesMay 2011 to now
- Defense Finance & Actg ServMay 2006 to now
- Avantax Advisory ServicesAug 2023 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Feb 2022 to Sep 2025
- Avantax Investment Services, IncMar 2021 to Sep 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7331312
- Firm CRD
- 105644