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James D Burleson

Chief Compliance Officer / Chief Financial OfficerForge Financial Services, LLCCRD 5995946

About James D Burleson

James D Burleson is listed as Chief Compliance Officer / Chief Financial Officer at Forge Financial Services, LLC in Edmond, OK. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Forge Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James D Burleson work?

James D Burleson is listed as Chief Compliance Officer / Chief Financial Officer at Forge Financial Services, LLC on SEC Form ADV.

How much of Forge Financial Services, LLC does James D Burleson own?

Form ADV reports a beneficial ownership band of Under 5%.

Forge Financial Services, LLC

TitleChief Compliance Officer / Chief Financial Officer
OwnershipUnder 5%
Control personYes
Since2019
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