Jeffrey
Burandt
Worth Asset Management
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About this Advisor
Jeffrey Burandt is a financial advisor based in Prosper, Texas, working with Worth Asset Management. Jeffrey has previously held positions at Worth Financial Group Inc, Harbor Wealth Management, Inc, and Worth Asset Management, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jeffrey is part of Worth Asset Management, which operates out of Prosper, Texas. The firm has 10 employees and manages assets totaling $274.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Worth Asset Management includes asset-based fees.
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Fee Structure
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Worth Asset Management Brokerage Details
$274,476,356
10
368
$745,860
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Jeffrey Burandt Work History
Worth Assest Management, LLC
Worth Financial Group Inc
Harbor Wealth Management, Inc
Disclosures
Please visit the SEC profile of Jeffrey Burandt 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 Worth Asset Management
Dallas, TX
Carrollton, TX
Dallas, TX
Dallas, TX
Frisco, TX
Dallas, TX
Prosper, TX
Waxahachie, TX
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