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James Burkeitt

Advisor at Chesapeake Capital Management, LLC

Updated today
Chesapeake Capital Management, LLC logo

Firm

Chesapeake Capital Management, LLC

Location

Turnersville, NJ 08012

Credentials

ChFC®, Series 63, Series 65

Industry experience

41 years

About

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Client services

Based on Chesapeake Capital Management, LLC

Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Chesapeake Capital Management, LLC

Life insurance needs analysis

Location

188 Fries Mill Road, Suite B 2

Turnersville, NJ 08012

Most active in

Delaware · Florida · New Jersey · Pennsylvania

Work history

Chesapeake Capital Management, LLC

2019 - Present (7 years)

ProEquities, Inc

2000 - 2017 (17 years)

Capital Financial Services Corp

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Active portfolio management Passive / index investing
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Stephen D

Series 63, Series 65

Marlton, NJ

De Cesare Retirement Specialists

General retirement planning Income planning
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

General tax planning College savings (529s, UTMA, etc.)

Kristy R

CFP®

Haddonfield, NJ

Onroute Financial

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: hello@onroutefinancial.com if you have any questions, and you can schedule a complimentary intro call to learn more.

Business ownership considerations Business exit / sale strategy Business succession planning Women Business Owners Gen Y/Millennials (Born 1980-1995)
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Francis M

CFP®, Series 66

Cherry Hill, NJ

CoAdjutant Financial Planning Services

Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Equity compensation tax strategy Founder/Business Owner Executive
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