Jason Burkholder, financial advisor Smithville OH

Jason Burkholder

CRD Number: 5537497
Current Firm: New Legacy Financial Group, LLC

Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
New Legacy Financial Group, LLC Wooster, OH Jul 2009 - Current 14

Jason Burkholder has no recent exams reported.
Contact Info for Jason D. Burkholder
Phone Number: 330-669-2080
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $164,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OH

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