Jason Bernard Culp

Employer firm

Brightedge Wealth Management CRD 165483

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Brightedge Wealth Management

3427 English Oaks Dr Nw, Kennesaw, GA 30144 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-06-20

GA RA
APPROVED

Since 2018-06-20

Branch Locations

Marietta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pragmatic Financial Strategies	Marietta	GA	01/2012	Present

01/2012 → Present

Pragmatic Financial Strategies

Marietta, GA

Previous Registrations

2013-02-04 → 2017-12-31

Brightedge Wealth Management

Kennesaw, GA
2008-01-08 → 2008-01-31

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

Other Businesses

PRAGMATIC FINANCIAL STRATEGIES IS INVOLVED IN FINANCIAL PLANNING OF INDIVIDUALS AND SMALL BUSINESSES. FINANCIAL PLANNING INVOLVES ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. MY POSITION WITH PRAGMATIC FINANCIAL STRATEGIES HAS ENTAILED THE RENDERING OF TAX AND FINANCIAL ADVICE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-12-31
S63	Uniform Securities Agent State Law Examination	2004-08-10

S65 Uniform Investment Adviser Law Examination

2007-12-31
S63 Uniform Securities Agent State Law Examination

2004-08-10

Designations

Certified Financial Planner

View on SEC IAPD