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Jeffrey Gaylord Burch

CRIBSTONE CAPITAL MANAGEMENT, LLC·BRUNSWICK, Maine
Series 7, Series 63, Series 65Clean record6 years registeredCRIBSTONE CAPITAL MANAGEMENT, LLC
155 PARK ROW, BRUNSWICK, ME 04011CRD# 2951459Firm CRD# 174974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Gaylord Burch · BRUNSWICK, ME
Registration
CRD #2951459 · CRIBSTONE CAPITAL MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Feb 2023 – present
CRIBSTONE CAPITAL MANAGEMENT, LLC
Oct 2019 – Feb 2023
BRUNSWICK, ME
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 14, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRIBSTONE CAPITAL MANAGEMENT, LLC
CRD 174974 · SEC 801-93172
AUM
$377M
Regulatory assets under management
Employees
7
1,071 client accounts
Services offered by CRIBSTONE CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRIBSTONE CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Gaylord Burch offer?
Jeffrey Gaylord Burch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BRUNSWICK, Maine for a consultation.
What are Jeffrey Gaylord Burch's credentials?
Jeffrey Gaylord Burch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Gaylord Burch located?
Jeffrey Gaylord Burch is based in BRUNSWICK, Maine, working with CRIBSTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BRUNSWICK metropolitan area and surrounding communities.
How does Jeffrey Gaylord Burch charge for services?
Jeffrey Gaylord Burch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRIBSTONE CAPITAL MANAGEMENT, LLC?
CRIBSTONE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRIBSTONE CAPITAL MANAGEMENT, LLC

Scott Edward Upham
BRUNSWICK, ME
Edward E Moran
AUGUSTA, ME
Odette Suzanne Thurston
AUGUSTA, ME
Amyn Moolji
BRUNSWICK, ME

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Nearby cities in Maine
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Research
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