Jason M. Burdine

POST OAK PRIVATE WEALTH ADVISORS

Houston, TX 77002

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CRD#: 4805654

Professional summary

Jason Michael Burdine is a registered financial advisor currently at POST OAK PRIVATE WEALTH ADVISORS located in Houston, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 6 firms and has passed the Series 66, Series 63, SIE 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.

POST OAK PRIVATE WEALTH ADVISORS; INVESTMENT RELATED; INSURANCE AGENT; SPENDS 5 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES Name of the other business: AGCM Investment-related: No Address: Houston, Texas Nature of the business: Advise school curriculum� Position, title, or relationship with the other business: N/a Start date: 06/01/2023 Approximate hours/month: 8 Hours during securities trading hours: yes Duties: Advise school curriculum

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Burdine's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 23, 2019 - Present

POST OAK PRIVATE WEALTH ADVISORS

Office #1: 1200 Smith Street Suite 610, Houston, TX 77002

RIA

CRD#: 159293

Houston, TX

Past

March 5, 2018 - October 17, 2019

INCOMAR INVESTMENTS, LLC

RIA

CRD#: 114455

HOUSTON, TX

Past

November 29, 2017 - March 12, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

WHARTON, TX

Past

November 29, 2017 - March 12, 2018

LPL FINANCIAL LLC

CRD#: 6413

WHARTON, TX

Past

May 2, 2017 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

WHARTON, TX

Past

May 2, 2017 - November 29, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

WHARTON, TX

Past

October 1, 2007 - May 30, 2017

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

WHARTON, TX

Past

November 17, 2005 - May 30, 2017

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

WHARTON, TX

Past

July 20, 2004 - November 15, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POST OAK PRIVATE WEALTH ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA

Registered Investment Advisory firm - (7/6/2019 Approved)

Texas

Registered Investment Advisory firm - (8/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(7/23/2019)

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 66

Date: 9/28/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2004

General Securities Representative Examination

Current Firm

POST OAK PRIVATE WEALTH ADVISORS

CRD#: 159293 / SEC#: 801-117111

RIA

Registered Investment Advisory firm - (7/6/2019 Approved)

Texas

Registered Investment Advisory firm - (8/20/2019 Terminated)

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Contact information

Main Address

1200 Smith Street Suite 610, Houston, TX 77002

Mailing Address

Phone number

(281) 580-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 282,025,465

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 M. Burdine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Burdine's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCOMAR INVESTMENTS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

POST OAK PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2007

Series 63

Date: 9/18/2004

SIE

Date: 3/12/2018

Series 7

Date: 7/19/2004

Current Firm

POST OAK PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POST OAK PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

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