Jarrod Burgess has been Board Member of Linscomb Wealth since February 2026, is a control person of the firm and directly owns under 5% of it.
Linscomb Wealth, Inc. is a Houston, TX firm with $5.21B under management, 1,665 clients and 25 advisers across 7 offices, as of its February 2026 filing.
Jarrod Burgess’ longest registration was 4 years at Truist Advisory Services, Inc. (2020–2025).
- Ameriprise Financial Services, LLCAlso current– present · under a yearColumbus, OH · Adviser representative · Firm CRD 6363
- Huntington Financial Advisors– · 1 yearGranbury, TX · Adviser representative · Firm CRD 16986
- Truist Advisory Services, Inc.– · 4 yearsFort Worth, TX · Adviser representative · Firm CRD 283390
- BB&T Securities, LLC– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 142785
- BB&T Investment Services, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 33856
Investment adviser representative registrations
Jarrod Burgess is registered as an investment adviser representative in Texas, since October 2026.
- TexasSince 16 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 May 2017 |
| Series 24 | General Securities Principal Examination | 16 August 2010 |
| Series 7 | General Securities Representative Examination | 20 April 2010 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 14 April 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4589684
- Firm
- Linscomb Wealth · CRD 106779
- Role
- Board Member
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jarrod Burgess work?
Jarrod Burgess has been Board Member of Linscomb Wealth, Inc. since February 2026, and is a control person of the firm.
Is Jarrod Burgess a financial advisor?
Yes. Jarrod Burgess has a current investment-adviser registration in Texas.
How many years of experience does Jarrod Burgess have?
Jarrod Burgess has 23 years in the financial industry, since February 2003, across 5 adviser firms.
What exams has Jarrod Burgess passed?
Jarrod Burgess has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in October 2002. FINRA credited Jarrod Burgess with the SIE, which began in October 2018.
Where was Jarrod Burgess previously registered as an investment adviser?
Jarrod Burgess has past investment-adviser registrations through Huntington Financial Advisors, August 2025 to October 2026; Truist Advisory Services, Inc., December 2020 to May 2025; BB&T Securities, LLC, January 2018 to February 2021; BB&T Investment Services, Inc., May 2017 to January 2018, across 5 firms.
Is Jarrod Burgess registered with FINRA?
Yes. Jarrod Burgess has a current broker registration, under CRD 4589684.
Source: FINRA BrokerCheck
How can I verify Jarrod Burgess’ record?
Search CRD 4589684 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jarrod Burgess’ full registration record.
Phillip HammanPresident & CEO
Lyda IturraldeChief Compliance Officer/Chief Administrative Officer
George ChristophersonChairman- Melissa HoldingBoard Member
Ryan PattersonChief Investment Officer- Stephen RichardsonBoard Member
Daniel ThorntonChief Operations Officer