firm profile
Purpose First Financial, LLC
Overview
Purpose First Financial, LLC is a state registered investment adviser based in Grants Pass, OR, registered since 2021. It reports $60.5M in assets under management across 426 accounts, with 2 employees. It has 1 investment adviser representatives.
- Reported AUM
- $60.5M
- Discretionary
- 98%
- Accounts
- 426
- Average account
- $142K
- Employees
- 2
- Advisory reps
- 1
- Registered since
- 2021
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Jason Dean Burley President, Chief Compliance Officer, Managing Member CRD 5604648
Advisory reps 1 of 1
- Jason Dean Burley Insurance Agent · Investment Adviser Rep CRD 5604648
Location
- Headquarters
- 820 NE 7th St Ste 2
Grants Pass, OR 97526 - County
- Josephine
- Metro area
- Grants Pass, OR
- Region
- West
Registrations
- State registered
- Registered in 3 jurisdictions
Every state, with registration dates
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- Rogue Advisors, LLCGrants Pass, OR$80M AUM
- Government Portfolio Advisors LLCPortland, OR$35.1B AUM
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