Advisor at Purpose First Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Purpose First Financial, LLC
Location
Grants Pass, OR 97526
Credentials
CFP®, Series 66
Industry experience
17 years
Jason Burley is a CFP® with 17 years of experience in the financial services industry. He is the principal of Purpose First Financial, LLC, where he has worked since 2021. Prior to that, he spent 13 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a licensed insurance agent offering insurance products independently. Purpose First Financial serves individuals, small businesses, and charities by providing comprehensive financial planning, portfolio management, retirement-plan advice, and investment consultation. The firm employs a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create diversified, customized portfolios, and it offers educational workshops for clients and prospects.
Based on Purpose First Financial, LLC
Based on Purpose First Financial, LLC
$0 - $249,999: 0.95% annually $250,000 - $499,999: 0.85% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $2,999,999: 0.65% annually $3,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.45% annually
Minimum fee: Minimum fee of $1,000 per year for new clients expected billing between investment management plus financial planning services. Fee-only: Fixed fees for financial planning services ranging from $250 to $10,000 or more depending on complexity.
820 Ne 7 Th St, Suite 2
Grants Pass, OR 97526
California · Oregon · Texas
Purpose First Financial, LLC
2021 - Present (5 years)
Thrivent Financial for Lutherans
2008 - 2021 (13 years)
Thrivent Investment Management Inc
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Grants Pass, OR
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