Jason D. Burkholder

NEW LEGACY FINANCIAL GROUP

Smithville, OH 44677

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CRD#: 5537497

Professional summary

Jason Dean Burkholder, CFP® is a registered financial advisor currently at NEW LEGACY FINANCIAL GROUP, LLC located in Smithville, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jason has worked at 2 firms and has passed the Series 7 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dean Burkholder'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: 2010

Experience

Current

September 2, 2009 - Present

NEW LEGACY FINANCIAL GROUP, LLC

Office #1: 133 S. Milton Street Unit C, Smithville, OH 44677

RIA

CRD#: 151155

Smithville, OH

Past

September 23, 2008 - February 17, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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

Ohio
(9/2/2009)

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

General Industry/Product Exam

Series 7

Date: 9/22/2008

General Securities Representative Examination

Current Firm

NEW LEGACY FINANCIAL GROUP, LLC

CRD#: 151155 / SEC#:

Ohio

Registered Investment Advisory firm - (8/17/2009 Approved)

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Contact information

Main Address

133 S. Milton Street Unit C, Smithville, OH 44677

Mailing Address

Phone number

(330) 669-2080

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 49,666,604

Red Flags

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

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Jason D. Burkholder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dean Burkholder's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW LEGACY FINANCIAL GROUP, LLC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 9/22/2008

Current Firm

NEW LEGACY FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEW LEGACY FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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