James M. Burgess

Title: Director of Wealth Management
Company: Purk & Associates, P.C.
Location: St. Louis, Missouri, United States

Jim Burgess, Director of Wealth Management at Purk & Associates, P.C., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial advisement.

Since 2009, Mr. Burgess has provided superior service as a wealth management advisor, in which he helps clients pursue their financial goals and assists with a variety of financial planning needs including retirement planning, insurance solutions and qualified plan designs.

Following obtaining a Bachelor of Science in industrial and organizational psychology from Washington University in St. Louis, Mr. Burgess excelled as a wealth management assistant from 2009 to 2014 with Purk Advisors, LLC in St. Louis, where he maintained and processed client records and applications in compliance with FINRA and SEC requirements, produced financial plans for advisors to present to clients and placed mutual fund and equity trades. As a financial advisor and director of wealth management with Purk & Associates LLC, his work focuses on portfolio design and analysis as well as retirement planning and qualified plan design.

Mr. Burgess is a Certified Financial Planner (CFP) and holds a Certificate in Accountancy. In addition, he is certified as a licensed life insurance agent and a licensed disability and long-term care insurance agent and is a Series 6, 7, 63 and 66 license holder. In addition, he has served in the Missouri National Guard for 22 years, where he is an assistant operations sergeant with the 35th Engineer Brigade.

In coming years, Mr. Burgess hopes to continue to help Purk & Associates, P.C. grow and succeed. He also hopes to add to its their staff as they currently have two other employees working in the financial advisory division.

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