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Jeffery B

Series 63, Series 65

Austin, TX

Marathon Wealth Partners, Inc

Jeffery Burrus is a financial advisor at Marathon Wealth Partners, Inc in Austin, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Marathon Wealth Partners in 2025, he worked at Stifel Nicolaus & Co Inc for 12 years. He serves as treasurer for ATX Runners LLC, a nonprofit running group. Marathon Wealth Partners provides investment advisory services to individual and high-net-worth clients, focusing on asset management and financial planning across a broad range of investments. The firm emphasizes a non-discretionary investment approach tailored to each client’s objectives and risk tolerance.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Business Financial Management
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