Jeffrey Burton has been an investment adviser representative at Sapere Wealth Management since March 2009, and is not listed among the firm’s executive officers or direct owners.
Sapere Wealth Management, LLC is a Matthews, NC firm with $605M under management, 240 clients and 1 adviser across 2 offices, as of its March 2026 filing.
Jeffrey Burton’s longest registration is the current one, 17 years at Sapere Wealth Management since 2009. Before joining Sapere Wealth Management in 2009, Jeffrey Burton was registered through Northwestern Mutual Investment Services,llc and Northwestern Mutual Wealth Management Company.
- – present · 17 yearsCharlottesville, VA · Adviser representative · Firm CRD 119598
- Northwestern Mutual Investment Services,llc– · 1 yearCharlottesville, VA · Adviser representative · Firm CRD 2881
- Northwestern Mutual Wealth Management Company– · under a yearMilwaukee, WI · Adviser representative · Firm CRD 109729
- Northwestern Mutual Investment Services,llc– · 1 yearCharlottesville, VA · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Jeffrey Burton is registered as an investment adviser representative in Virginia, since March 2009.
- VirginiaSince 10 March 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 September 2005 |
| Series 7 | General Securities Representative Examination | 12 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 June 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Howell Burton
- CRD
- 4496330
- Firm
- Sapere Wealth Management · CRD 119598
- Office
- 675 PETER JEFFERSON PARKWAY, SUITE 145, Charlottesville, VA 22911
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Burton work?
Jeffrey Burton is an investment adviser representative registered through Sapere Wealth Management, LLC since March 2009, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Burton a financial advisor?
Yes. Jeffrey Burton has a current investment-adviser registration in Virginia, through Sapere Wealth Management since March 2009.
How many years of experience does Jeffrey Burton have?
Jeffrey Burton has 21 years in the financial industry, since October 2005, across 3 adviser firms.
What exams has Jeffrey Burton passed?
Jeffrey Burton has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 2002.
Where did Jeffrey Burton work before Sapere Wealth Management?
Before Sapere Wealth Management, Jeffrey Burton was registered through Northwestern Mutual Investment Services,llc, August 2007 to March 2009; Northwestern Mutual Wealth Management Company, February 2007 to April 2007; Northwestern Mutual Investment Services,llc, October 2005 to February 2007.
Where is Jeffrey Burton based?
Jeffrey Burton’s registered office is in Charlottesville, VA.
Is Jeffrey Burton registered with FINRA?
No. Jeffrey Burton has no current broker registration.
How can I verify Jeffrey Burton’s record?
Search CRD 4496330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Burton’s full registration record.