Jason Culp, CFP®, financial advisor Marietta GA

Jason Culp, CFP®

CRD Number: 4782894
Current Firm: Pragmatic Financial Strategies, Inc.
Compensation Model: Fee Only
Jason Culp (CRD# 4782894) is an Investment Advisor Representative working at Pragmatic Financial Strategies, Inc. in Marietta, GA and has over 11 years of experience in the finance industry. Jason Culp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Pragmatic Financial Strategies Marietta, GA Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Jason B. Culp, CFP®
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

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