Jeffrey Burrow
Sierra Ocean · Ripon, California
Jeffrey Burrow is a fee-only financial advisor at Sierra Ocean in Ripon, California, who holds the CFP credential. Jeffrey focuses on small business owners. Sierra Ocean reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | Sierra Ocean |
|---|---|
| Based in | Ripon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $544.6M across 568 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4119745 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sierraocean.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Burrow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Sierra Ocean reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Sierra Ocean, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jeffrey work with clients virtually?
Yes. Sierra Ocean says on its website that it works with clients remotely.
Where is Jeffrey Burrow based?
Jeffrey Burrow is based in Ripon, California.
What does Jeffrey specialize in?
Jeffrey's specialties include small business owners. Jeffrey works with founders and high earners.
What credentials does Jeffrey Burrow hold?
Jeffrey Burrow holds the CFP credential.
Is Jeffrey Burrow registered with the SEC?
Yes. Jeffrey Burrow is registered as an investment adviser representative in CA (CRD 4119745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sierra Ocean manage?
Sierra Ocean reports $544.6M across 568 accounts in assets under management.
How do I contact Jeffrey Burrow?
Through Jeffrey's website, www.sierraocean.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sierra Ocean website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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