Jason Burdett, Financial Advisor located in Fort Worth, TX

Financial Advisor
Jason Burdett

CFP®, AAMS®, CRPS™
4533 Heritage Trace Pkwy, Suite 1415, Fort Worth, TX 76244opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Physicians
  • Attorneys
  • Energy Industry Professionals
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Community Outreach
  • Auto Racing
  • Basketball
  • Health & Nutrition
  • Spending Time with Family

Team Members

  • Treyla Elliott
    Sr. Branch Office Administrator
    FPQP®
  • Patricia Bonds
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(817) 562-8321

Fax

(866) 462-7510

Office Address

4533 Heritage Trace Pkwy
Suite 1415
Fort Worth, TX 76244opens in a new window

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