Jason Burdine

from Post Oak Private Wealth Advisors
SEC regulated
Regulated Investment Advisor
Jason Burdine is a financial advisor based in Texas, Houston, with 20 years of experience. Jason currently works for Post Oak Private Wealth Advisors. Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Burdine works at Post Oak Private Wealth Advisors
Post Oak Private Wealth Advisors is a financial advisory firm based in Houston, Texas. It currently has approximately $178,355,446 of assets under management and employs about 8 people. Post Oak Private Wealth Advisors uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1200 Smith Street, Suite 610, Houston, Texas, 77002

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