AdvisorOS Directory
Claim Profile
JB

Jeffrey Daniel Burgess

BUSEY CAPITAL MANAGEMENT, INC.·URBANA, Illinois
Unclaimed Profile
201 W. MAIN STREET, URBANA, IL 61801CRD# 5607524Firm CRD# 128044
01

About

Jeffrey Daniel Burgess is a registered financial advisor based in URBANA, Illinois, affiliated with BUSEY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BUSEY CAPITAL MANAGEMENT, INC.
BUSEY CAPITAL MANAGEMENT, INC.
AUM
$339M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BUSEY CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5607524
Firm CRD# 128044
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in URBANA?

Browse all registered financial advisors in URBANA, Illinois or claim this profile if it's yours.

Browse URBANA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Daniel Burgess offer?
Jeffrey Daniel Burgess specializes in Investment Management, Wealth Management. Contact their office in URBANA, Illinois for a consultation.
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, working with BUSEY CAPITAL MANAGEMENT, INC.. Their office serves clients in the URBANA metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in URBANA
Elizabeth Bedard Czys — BUSEY CAPITAL MANAGEMENT, INC.Zachary Edward Hillard — BUSEY CAPITAL MANAGEMENT, INC.Aaron M. Sutton — BUSEY CAPITAL MANAGEMENT, INC.Aron Ward Mcdonald — BUSEY CAPITAL MANAGEMENT, INC.Robert James Ballsrud — BUSEY CAPITAL MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile