Jason Dean Burley, CFP, CLTC

Overview

Jason Dean Burley is an insurance agent and an investment adviser representative based in Grants Pass, OR, with 17 years in the industry.

Years in the industry

17

States licensed

7

States registered

3

Carrier appointments

11

Contact

2 business emails and 1 phone number on file

Registrations and licenses

• Licensed in 7 states
• Registered in 3 states

• Producer
• Series 66

3 lines of authority, with every state and its dates

Firms

• Purpose First Financial, LLCCurrent firm
• Purpose First Financial LlcCurrent firm

Employment history since 2009

Carriers

11 active carrier appointments

Book and practice

Firm assets under management on file