Jeffrey Burton

from Sapere Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Jeffrey Burton is a financial advisor based in North Carolina, Matthews, with 22 years of experience. Jeffrey currently works for Sapere Wealth Management, LLC. Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Burton works at Sapere Wealth Management, LLC
Sapere Wealth Management, LLC is a financial advisory firm based in Matthews, North Carolina. It currently has approximately $337,119,292 of assets under management and employs about 7 people. Sapere Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
130 Matthews Station St., Suite 2a, Matthews, North Carolina, 28105

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