Jason Burley
Jason Burley is a CFP-designated registered investment advisor at Purpose First Financial, LLC, based in Grants Pass, OR, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 170 clients with $51M 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 $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable. For clients accessing fixed, variable, and fixed indexed annuities through the DPL platform, the adviser will apply its standard investment management fee.
Fee Estimator
Location
820 NE 7th St, Suite 2, Grants Pass, OR, 97526
Get directionsHistory
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 an independent insurance agent offering insurance products and services since 2008, dedicating about 10% of his time to this activity. He also owns rental real estate since 2014, which requires minimal time.
Employment History
Current Registrations
Purpose First Financial, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 states
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.