Jeffrey
Burr

Capstone Capital Wealth Advisors

CRD#4083249
Investment Advisor
in Henderson, NV

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About this Advisor

Jeffrey Burr is a financial advisor operating out of Henderson, Nevada with 14 years of relevant experience. Burr is on the advisory team at Capstone Capital Wealth Advisors. Throughout their career, Burr has worked at Jeffrey L. Burr & Associates, Capstone Capital Group and Capstone Capital LLC D/B/A Capstone Capital Wealth Advisors. Burr has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nevada. Capstone Capital Wealth Advisors is a registered investment firm that has its headquarters in Henderson, NV. It oversees $314 million in assets among its 732 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 732 client accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are offered. However, fees billed by Capstone Capital Wealth Advisors likely include asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2600 Paseo Verde Parkway Suite 150
Henderson, NV 89074-7167

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Capstone Capital Wealth Advisors Brokerage Details

Total Assets Under Management

$313,832,667

NV Average: $664,206,839
Total Number of Employees

6

NV Average: 10
Total Number of Accounts

732

NV Average: 1,698
Average Account Size

$428,733

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Burr Work History

Jeffrey has been registered as a financial advisor for 14 years.*

2021 - Present (3 years)

Capstone Capital LLC D/B/A Capstone Capital Wealth Advisors

1983 - Present (41 years)

Jeffrey L. Burr & Associates

2002 - 2021 (19 years)

Capstone Capital Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Burr 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 Capstone Capital Wealth Advisors

Kyle Price
Henderson, NV
Adam Dawson
Henderson, NV
Ronald Leavitt
Henderson, NV
Jeffrey Burr
Henderson, NV

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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