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RIA / WealthAdvisorCertified Financial Planner32 years in industry

JEFFREY MEAD BURANDT

Advisor at WORTH ASSET MANAGEMENT

PROSPER, TX | DALLAS, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 6, 1998 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WORTH ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 3, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 3, 1994
First registration: Feb 6, 1998
Dual registered: no
Other names: JEFF MEAD BURANDT|JEFF M BURANDT
IAPD individual key: 2504191

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WORTH ASSET MANAGEMENT	Independent wealth	Jun 3, 2021	n/a	yes	DALLAS, TX\|PROSPER, TX	Current employment
HARBOR WEALTH MANAGEMENT, INC.	Former SEC adviser	Jul 17, 2009	Aug 19, 2021	no	ADDISON, TX	Previous registration
TITAN WEALTH MANAGEMENT, LLC	n/a	Jan 16, 2007	Dec 31, 2009	no	PLANO, TX	Previous registration
PERSHING LLC	n/a	Jan 22, 2004	Dec 13, 2005	no	DALLAS, TX	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Feb 6, 1998	Dec 13, 2005	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARBOR WEALTH MANAGEMENT, INC.	WORTH ASSET MANAGEMENT	Aug 19, 2021	Jun 3, 2021	-77	Firm change after gap	Other
TITAN WEALTH MANAGEMENT, LLC	HARBOR WEALTH MANAGEMENT, INC.	Dec 31, 2009	Jul 17, 2009	-167	Firm change after gap	Other
LOCKWOOD FINANCIAL SERVICES, INC.	PERSHING LLC	Dec 13, 2005	Jan 22, 2004	-691	Firm change after gap	Other
PERSHING LLC	TITAN WEALTH MANAGEMENT, LLC	Dec 13, 2005	Jan 16, 2007	399	Firm change	Other

Relationships

Registered with (5)

→ WORTH ASSET MANAGEMENTRegistered adviserregistration: current employment
Jun 3, 2021 to presentfactForm ADV
→ HARBOR WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 17, 2009 to Aug 19, 2021factForm ADV
→ TITAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 16, 2007 to Dec 31, 2009factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 6, 1998 to Dec 13, 2005factForm ADV
→ PERSHING LLCRegistered adviserregistration: previous registration
Jan 22, 2004 to Dec 13, 2005factForm ADV

Dated events

No dated event names this entity yet.