Purpose First Financial, LLC

Purpose First Financial, LLC (CRD# 316968) is a financial advisory firm headquartered in Grants Pass, OR. They manage $43,851,094 in 366 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
820 Ne 7th St, Suite 2, Grants Pass, OR 97526
http://purposefirstfinancial.net
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $119,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, OR, TX

Financial Advisors at Purpose First Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Burley, financial advisor Grants Pass OR
Jason D. Burley
CRD#: 5604648
820 Ne 7th St, Suite 2, Grants Pass, OR 97526

Jason Burley (CRD# 5604648) is an Investment Advisor Representative working at Purpose First Financial, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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