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Read MoreJeremy Burch: Wells Fargo Advisor Resigns, Joins Merrill
Miami, Florida financial advisor Jeremy Burch (CRD# 4073551) recently resigned from Wells Fargo while under review for concerns involving his conduct. Financial Industry Regulatory Authority records show that he is now registered as a broker and an investment advisor with Merrill Lynch.
Mr. Burch’s BrokerCheck report discloses his resignation from Wells Fargo. Filed in September 2024, it states that he voluntarily resigned while the firm “was reviewing concerns involving [his] use of off-channel communications and the scope of information provided to a client regarding a recommendation to liquidate securities.”
A September 2024 report by AdvisorHub provides additional information about Mr. Burch. According to the article, he “managed $200 million in client assets and produced $2.2 million in annual revenue” while a representative of Wells Fargo. He reportedly did not respond to a request for comment by the publication about his transition from Wells Fargo to Merrill Lynch.
According to the Financial Industry Regulatory Authority, Jeremy Burch holds 24 years of securities industry experience. Based in Miami, Florida, he has been registered as a broker and an investment advisor with Merrill Lynch since September 2024. His past registrations include Wells Fargo Advisors (Coral Gables, Florida; 2016-2024), Morgan Stanley (New York, New York; 2005-2016), and UBS Financial Services (Bethesda, Maryland; 2000-2005). His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Uniform Combined State Law Examination, or Series 66; the Futures Managed Funds Examination, or Series 31; and the Securities Industry Essentials Examination, or SIE. He holds 27 state licenses. (Information current as of November 4, 2024.)
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