Jeff Burdick Email & Phone Number
Regional Leader @ Edward Jones
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Jeff Burdick Location
- Boston, MA, US
Jeff Burdick Work
- Regional Leader @ (October 2013 - Present)
- Financial Advisor @ (May 2006 - Present)
Jeff Burdick Education
- Brigham Young University
Bachelors Degree (Finance)
- Idaho State University
MBA (Finance and Economics)
Jeff Burdick Skills
- Employer Sponsored Plans
- Bonds
- College Education Plans
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Annuities
- Investments
- Financial Risk
- Social Security Planning
- Finance
- Strategic Planning
- Institutional Sales
- Asset Allocation
- Roth IRA
- Wealth Management
- Life Insurance
- Mutual Funds
- Simple IRA
- Estate Considerations
- Uniform Combined State Law
- Strategic Financial Planning
- SEP IRA
- Stocks
- 401ks
- Long Term Care
- Long Term Care Insurance
- Uniform Combined State
- Budgets
- Traditional IRA
- See 4+see Less
- Project Management
- Product Launch
- Strategic Financial
- Retirement
- Series 7
- 403b
- 529 Plans
- 401k Rollover
Jeff Burdick Summary
- Jeff Burdick, based in Boston, MA, US, is currently a Regional Leader at Edward Jones. Jeff Burdick brings experience from previous roles at Edward Jones. Jeff Burdick holds a Bachelors Degree in Finance @ Brigham Young University. With a robust skill set that includes Employer Sponsored Plans, Bonds, College Education Plans, Insurance, Retirement Planning and more. Jeff Burdick has 3 emails and 1 mobile phone numbers on RocketReach.
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