Bobby Burks Email & Phone Number
Founder and CEO
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Bobby Burks Location
- Laurel, MD, US
Bobby Burks Work
- Founder and CEO @ JetStone Capital Advisory, LLC (May 2026 - Present)
- Chief Compliance Officer @ (February 2019 - May 2026)
- AVP, Compliance Officer @ (February 2016 - February 2019)
- Vice President, Administrative Manager @ (June 2007 - June 2015)
- Financial Advisor @ (December 2004 - June 2007)
Bobby Burks Education
- University of Cincinnati Carl H. Lindner College of Business
Bachelor of Science (Industrial Management)
1997-1999 - University of Cincinnati- College of Engineering
Bachelor of Science (Industrial Engineering)
1994-1996
Bobby Burks Skills
- Alternative Investments
- Analytics
- Anti-Money Laundering
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Broker-Dealer Compliance
- Business Development
- Business Requirements
- Business Strategy
- Client Relations
- Communication
- Compliance Regulations
- Compliance Training
- Credit Risk
- Due Diligence
- Enterprise Risk
- Enterprise Risk Management
- Equities
- Finance
- Financial Risk
- Financial Services
- Fixed Income
- Insurance
- Internal Audit
- Internal Compliance
- Investment Advisers Act
- Investment Advisor Compliance
- Investment Advisory Services
- Investment Company Act
- Investment Management
- Investments
- KYC Verification
- Leadership
- Mutual Funds
- Portfolio Management
- Private Equity
- Private Placements
- Project Management
- Public Speaking
- Regulatory Agencies
- Regulatory Compliance
- Regulatory Filings
- Regulatory Requirements
- Relationship Development
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- SEC Regulations
- Securities
- Securities Regulation
- Sensitive Issues
- Series 7
- Team Leadership
- Teamwork
- U.S. Securities and Exchange Commission (SEC)
- Wealth Management
- Working with Investors
Bobby Burks Summary
- Bobby Burks, based in Laurel, MD, US, is currently a Founder and CEO at JetStone Capital Advisory, LLC. Bobby Burks brings experience from previous roles at Brown Capital Management, Legg Mason and Merrill Lynch. Bobby Burks holds a 1997 - 1999 Bachelor of Science in Industrial Management @ University of Cincinnati Carl H. Lindner College of Business. With a robust skill set that includes Alternative Investments, Analytics, Anti-Money Laundering, Asset Allocation, Asset Management and more. Bobby Burks has 2 emails and 2 mobile phone numbers on RocketReach.
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