Jason Flurry
Jason Flurry is a CFP-designated registered investment advisor at Legacy Partners Financial Group, LLC, based in Woodstock, GA, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 135 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Location
123 Mill Street, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (2)
Regulatory
November 2013Employment Separation After Allegations
June 1999Other Business ActivitiesSells Insurance
Jason is an independent insurance agent selling fixed annuities and life insurance through JPF, Inc. He also works as a college planning specialist providing financial aid-related advisory services through National Center for College Planning, LLC.
Employment History
Current Registrations
Legacy Partners Financial Group, LLC
Previous Registrations
Legacy Partners Financial Group, LLC
Foresters Equity Services, INC.Broker
Legacy Partners Financial Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Legacy Partners Financial Group, LLC
Planmark Capital Management, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Triad Advisors, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.