Jason D. Burley

PURPOSE FIRST FINANCIAL

GRANTS PASS, OR 97526

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CRD#: 5604648

Professional summary

Jason Dean Burley, CFP®, who also goes by Jason D. Burley, Jason Burley, is a registered financial advisor currently at PURPOSE FIRST FINANCIAL, LLC located in Grants Pass, Oregon.

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 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason D. Burley | Jason Burley

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) 2008-Present: Insurance Agent/Insurance Related/Grants Pass, OR/Independent Insurance Agent/Offer insurance products and services via unaffiliated issuers andagencies./Involves approximately 10% time each month, including during traditional business hours.//(2) 2014-Present: Real Estate/Not Investment Related/Owner/Rentalincome from real estate that does not involve firm clients./Involves one percent time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dean Burley'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: 2016

Experience

Current

November 4, 2021 - Present

PURPOSE FIRST FINANCIAL, LLC

Office #1: 820 Ne 7th St Suite 2, Grants Pass, OR 97526

RIA

CRD#: 316968

GRANTS PASS, OR

Past

January 2, 2009 - September 28, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

GRANTS PASS, OR

Past

December 5, 2008 - September 28, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

GRANTS PASS, OR

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

California
(4/14/2022)

IAR

Oregon
(11/4/2021)

IAR

Texas
(4/26/2022)

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: 12/29/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/2008

General Securities Representative Examination

Current Firm

PURPOSE FIRST FINANCIAL, LLC

CRD#: 316968 / SEC#:

California

Registered Investment Advisory firm - (4/14/2022 Approved)

Oregon

Registered Investment Advisory firm - (11/4/2021 Approved)

Texas

Registered Investment Advisory firm - (4/26/2022 Approved)

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Contact information

Main Address

820 Ne 7th St Suite 2, Grants Pass, OR 97526

Mailing Address

Phone number

(541) 474-0824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	391
AUM (Assets Under Management)	$ 50,745,000

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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Jason D. Burley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PURPOSE FIRST FINANCIAL, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/4/2008

Current Firm

PURPOSE FIRST FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSE FIRST FINANCIAL, LLC

TRUST BUT VERIFY

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