Jadie
Burney Iii
Bcr Wealth Strategies
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About this Advisor
Jadie Burney III is a financial advisor based in Birmingham, Alabama, working with Bcr Wealth Strategies. Jadie has previously held positions at Bcr Wealth Strategies, Student, and Ymca. Jadie has passed the Series 65 regulatory exam and is registered to provide services in Alabama. Currently, Jadie is part of Bcr Wealth Strategies, which operates out of Birmingham, Alabama. The firm has 1 office and 13 employees. The firm manages assets totaling $367.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Bcr Wealth Strategies includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bcr Wealth Strategies Brokerage Details
$367,325,029
13
1,054
$348,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jadie Burney Iii Work History
Bcr Wealth Strategies
Student
Ymca
Disclosures
Please visit the SEC profile of Jadie Burney Iii to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bcr Wealth Strategies
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Clifton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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