Jason P. Flurry

LEGACY PARTNERS FINANCIAL GROUP

Woodstock, GA 30188

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CRD#: 2515118

Professional summary

Jason Paul Flurry, CFP® is a registered financial advisor currently at LEGACY PARTNERS FINANCIAL GROUP, LLC located in Woodstock, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) JPF, INC. - INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED ANNUITIES AND LIFE INSURANCE AND (2) National Center for College Planning, LLC ("NCCP") AS A COLLEGE PLANNING SPECIALIST PROVIDING FINANCIAL AID-RELATED ADVISORY SERVICES / WOODSTOCK, GA / APPROVED JANUARY 31, 2005 FOR LEGACY PARTNERS FINANCIAL GROUP, LLC, A REGISTERED INVESTMENT ADVISOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Flurry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

February 22, 2021 - Present

LEGACY PARTNERS FINANCIAL GROUP, LLC

Office #1: 123 Mill Street, Woodstock, GA 30188

RIA

CRD#: 137025

Woodstock, GA

Past

December 3, 2013 - December 31, 2020

LEGACY PARTNERS FINANCIAL GROUP, LLC

RIA

CRD#: 137025

WOODSTOCK, GA

Past

May 19, 2009 - January 29, 2010

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

October 27, 2008 - December 31, 2009

LEGACY PARTNERS FINANCIAL GROUP, LLC

RIA

CRD#: 137025

WOODSTOCK, GA

Past

September 23, 2005 - October 27, 2008

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

WOODSTOCK, GA

Past

September 15, 2005 - December 31, 2006

LEGACY PARTNERS FINANCIAL GROUP, LLC

RIA

CRD#: 137025

WOODSTOCK, GA

Past

April 30, 2003 - October 25, 2005

PLANMARK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 126158

ALPHARETTA, GA

Past

March 14, 2003 - September 21, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALPHARETTA, GA

Past

May 10, 2002 - September 21, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 30, 1999 - May 10, 2002

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

August 23, 1994 - July 6, 1999

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/22/1994

General Securities Representative Examination

Current Firm

LEGACY PARTNERS FINANCIAL GROUP, LLC

CRD#: 137025 / SEC#:

Georgia

Registered Investment Advisory firm - (2/22/2021 Approved)

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Contact information

Main Address

123 Mill Street, Woodstock, GA 30188

Mailing Address

Phone number

(678) 388-2233

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	320
AUM (Assets Under Management)	$ 81,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason P. Flurry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Flurry's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY PARTNERS FINANCIAL GROUP, LLC

FORESTERS EQUITY SERVICES, INC.

LEGACY PARTNERS FINANCIAL GROUP, LLC

PURSHE KAPLAN STERLING INVESTMENTS

LEGACY PARTNERS FINANCIAL GROUP, LLC

PLANMARK CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

TRIAD ADVISORS LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 63

Date: 8/25/1994

Series 7

Date: 8/22/1994

Current Firm

LEGACY PARTNERS FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY PARTNERS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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