Jason B. Culp

BRIGHTEDGE WEALTH MANAGEMENT

Marietta, GA

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CRD#: 4782894

Professional summary

Jason Bernard Culp, CFP® is a registered financial advisor currently at BRIGHTEDGE WEALTH MANAGEMENT located in Marietta, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

PRAGMATIC FINANCIAL STRATEGIES IS INVOLVED IN FINANCIAL PLANNING OF INDIVIDUALS AND SMALL BUSINESSES. FINANCIAL PLANNING INVOLVES ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. MY POSITION WITH PRAGMATIC FINANCIAL STRATEGIES HAS ENTAILED THE RENDERING OF TAX AND FINANCIAL ADVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bernard Culp'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

Experience

Current

June 20, 2018 - Present

BRIGHTEDGE WEALTH MANAGEMENT

RIA

CRD#: 165483

Marietta, GA

Past

February 4, 2013 - December 31, 2017

BRIGHTEDGE WEALTH MANAGEMENT

RIA

CRD#: 165483

KENNESAW, GA

Past

January 6, 2009 - December 17, 2009

JGB INTERNATIONAL, INC.

CRD#: 31770

ATLANTA, GA

Past

January 8, 2008 - January 31, 2008

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

ATLANTA, GA

Past

June 27, 2007 - January 31, 2008

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ATLANTA, GA

Past

November 2, 2006 - May 8, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

Past

April 25, 2005 - October 24, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

MARIETTA, GA

Past

May 19, 2004 - April 7, 2005

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

CINCINNATI, OH

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
(6/20/2018)

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

IAR

Series 65

Date: 12/31/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRIGHTEDGE WEALTH MANAGEMENT

BRIGHTEDGE WEALTH MANAGEMENT | PRAGMATIC FINANCIAL STRATEGIES, INC | CULP,JASON BERNARD

CRD#: 165483 / SEC#:

Georgia

Registered Investment Advisory firm - (6/20/2018 Approved)

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Contact information

Main Address

3427 English Oaks Dr Nw, Kennesaw, GA 30144

Mailing Address

Phone number

(404) 580-6474

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Jason B. Culp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bernard Culp's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTEDGE WEALTH MANAGEMENT

JGB INTERNATIONAL, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

EQUITABLE ADVISORS, LLC

WAMU INVESTMENTS, INC.

W&S BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2007

Series 63

Date: 8/10/2004

Series 7

Date: 9/6/2007

Series 6

Date: 5/18/2004

Current Firm

BRIGHTEDGE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

BRIGHTEDGE WEALTH MANAGEMENT

TRUST BUT VERIFY

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