Jason Culp
Jason Culp is a CFP-designated registered investment advisor at Brightedge Wealth Management, based in Marietta, GA, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BrightEdge Wealth Management's annual fee for investment advisory services is charged either as a percentage of your portfolio or based on your average gross income over a three-year period. The specific fee structure is detailed in your investment advisory agreement.
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is involved in financial planning for individuals and small businesses through Pragmatic Financial Strategies. This includes estate and income tax planning, as well as insurance planning.
Employment History
Current Registrations
Brightedge Wealth Management
Previous Registrations
Pragmatic Financial Strategies, INC
The Ayco Company,l.p.
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.