Unclaimed Profile

Jeffrey Daniel Burgess

BUSEY CAPITAL MANAGEMENT, INC.·URBANA, Illinois

SIE, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredBUSEY CAPITAL MANAGEMENT, INC.

201 W. MAIN STREET, URBANA, IL 61801CRD# 5607524Firm CRD# 128044

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Daniel Burgess · URBANA, IL

Registration

CRD #5607524 · BUSEY CAPITAL MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUSEY CAPITAL MANAGEMENT, INC.

COMMERCE BROKERAGE SERVICES, INC

Dec 2011 – Aug 2021

ST. LOUIS, MO

FISHER INVESTMENTS

Feb 2009 – Sep 2011

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 19, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUSEY CAPITAL MANAGEMENT, INC.

CRD 128044 · SEC 801-62359

AUM

$339M

Regulatory assets under management

Employees

647 client accounts

Services offered by BUSEY CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BUSEY CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Daniel Burgess offer?

Jeffrey Daniel Burgess specializes in Investment Management, Wealth Management.

What are Jeffrey Daniel Burgess's credentials?

Jeffrey Daniel Burgess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Daniel Burgess located?

Jeffrey Daniel Burgess is based in URBANA, Illinois, last registered with BUSEY CAPITAL MANAGEMENT, INC..

How does Jeffrey Daniel Burgess charge for services?

Jeffrey Daniel Burgess's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUSEY CAPITAL MANAGEMENT, INC.?

BUSEY CAPITAL MANAGEMENT, INC. has approximately 18 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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