Jeffrey R. Burke is a Chartered Retirement Planning Counselor™ and Financial Advisor with 15 years of experience in the financial services industry.
Jeffrey received a Bachelor’s degree in Finance from Providence College in 2003. Shortly thereafter, he began his investment career with Fidelity Investments in Roslyn, NY. Jeff started off processing paperwork and compliance items, but soon after moved up to become an Investment Advisor and in his later years held the title of Financial Planning Consultant. Jeff managed 350+ households, their investment allocations and overall financial plans and he won multiple awards for execution in the field as both a producer and client advocate.
In 2011 Jeff joined a Registered Investment Advisor firm, Fusion Analytics and he has operated as a Fiduciary for his clients in the role of an Investment Advisor Representative ever since. In 2014 Jeff’s business spun-off into Long Island Wealth Management, Inc. in Port Washington, NY. Jeff then merged his client practice with Compass Advisors in early 2019.
Jeffrey grew up in West Islip, NY and currently resides in Babylon, NY with his wife Kate and their two children Jack and Lacy. He enjoys playing piano, guitar, tennis and golf in his free time.