Jim earned a B.S. in Organizational Behavior from Washington University in St. Louis and a Post Baccalaureate Certificate in Accountancy from University of Missouri in St. Louis. Jim has successfully completed the FINRA Series 7 and Series 66 license exams and is a licensed insurance agent in Missouri. Jim has earned his Certified Financial Planner certificate from the Certified Financial Planner Board of Standards, and is a Registered Representative of Cetera Financial Specialists, LLC, member FINRA/SIPC.
In addition to his work at Purk & Associates, Jim is a veteran of the wars in Iraq and Afghanistan and is currently an Master Sergeant in the Missouri National Guard. He has been awarded Most Valued Veteran in the Workplace by Small Business Monthly, receiving the honor of cover story.
Jim Burgess, CFP®
1034 Brentwood Boulevard, Suite 2000
St. Louis, MO 63117
Office: (314) 884-4000
Fax: (314) 884-4065
Email: [email protected]
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS), member FINRA/SPIC. Advisory Services offered through Cetera Investment Advisors LLC, Cetera is seperate ownership from any other named entity.