Unclaimed Profile

Jeffrey Daniel Burgess

BUSEY CAPITAL MANAGEMENT, INC.·URBANA, Illinois

Clean recordBUSEY 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

BUSEY CAPITAL MANAGEMENT, INC.

AUM

$339M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BUSEY CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5607524

Firm CRD# 128044

View on FINRA BrokerCheck →

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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.

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