Jesse Burt has been an investment adviser representative at Aegis Wealth Group since May 2024, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Investment adviser representative registrations
Jesse Burt is registered as an investment adviser representative in 2 states. Each was approved in May 2024.
- TexasSince 17 May 2024
- UtahSince 17 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 May 2024 |
| Series 7TO | General Securities Representative Examination | 25 October 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 July 2017 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jesse Duane Burt
- CRD
- 6750279
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 2449 S Willis St, Ste 106, Abilene, TX 79605
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jesse Burt work?
Jesse Burt is an investment adviser representative registered through Aegis Wealth Group, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jesse Burt a financial advisor?
Yes. Jesse Burt has a current investment-adviser registration in Texas and Utah, through Aegis Wealth Group since May 2024.
How many years of experience does Jesse Burt have?
Jesse Burt has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Jesse Burt passed?
Jesse Burt has passed 3 licensing exams: the Series 6, Series 7TO and Series 66. The earliest, the Series 6, was passed in July 2017. FINRA credited Jesse Burt with the SIE, which began in October 2018.
Where is Jesse Burt based?
Jesse Burt’s registered office is in Abilene, TX.
Is Jesse Burt registered with FINRA?
Yes. Jesse Burt has a current broker registration, under CRD 6750279.
Source: FINRA BrokerCheck
How can I verify Jesse Burt’s record?
Search CRD 6750279 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jesse Burt’s full registration record.