Tony S. Burt
Plus aucun poste en cours
Profil
Mr. Tony S.
Burt is an Advisor at JFS Wealth Advisors joined in 2006.
He holds a Bachelor's Degree in Finance with a specialization in personal financial planning from Slippery Rock (PA) University.
He earned his Certified Financial Planner certification in 2008, the Certified Investment Management Analyst designation in 2009 from the University of Pennsylvania's Wharton School of Business, and the Accredited Investment Fiduciary Analyst in 2011.
Anciens postes connus de Tony S. Burt
| Sociétés | Poste | Fin |
|---|---|---|
JFS Wealth Advisors LLC
 JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Trading-Equity | - |
Formation de Tony S. Burt
| Slippery Rock University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Finance |
