Jason P Burkett

Current Employers

Employment History

• 07/2013 → 05/2020
  Ubs Financial Services Inc
  Fort Collins, CO
• 05/2020 → Present
  Rbc Capital Markets, Llc
  Fort Collins, CO
• 02/2021 → Present
  City National Bank
  Fort Collins, CO

Previous Registrations

• 2009-06-04 → 2020-05-21
  Ubs Financial Services Inc.
  Fort Collins, CO
  Fort Collins, CO
• 2006-04-26 → 2009-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO

Other Businesses

(1) RENTAL PROPERTY POUDRE SCHOOL DISTRICT FOUNDATION;1630 S STOVER ST FORT COLLINS CO;NOT INVST RLTD; NATURE-GIVING GRANTS TO TEACHERS FOR UNIQUE EDUCATIONAL PROGRAMS;POSITION-ADVISORY BOARD MEMBER,DIRECTOR/BOARD MEMBER,FINANCE SUBCOMMITTEE MEMBER;ST DTE-01-APR-2008; # HRS/MNT-1-10; # HRS/TRD-0; DUTIES-A COMMITEE MEETS AND REVIEWS THE PROPOSALS FROM TEACHERS 2)NAME OF ENTITY: CHAMP - Character in Athletics Make it A Priority; ADDRESS: PO Box 272176 Fort Collins, CO 80527; BUSINESS DESCRIPTION: Non profit focused on character in athletics; CAPACITY: Board of Directors; START DATE: 08/13/20; DUTIES: board of directors role helping make decision for the organization; HOURS DEVOTED PER MONTH: 1hr/month; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1hr/month; (2) NAME OF ENTITY: GR Estate Management ADDRESS: 5558 N Highway 1 Fort Collins, CO 80524 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: This business will provide residential property management Services for homeowners primary residence CAPACITY: Owner - Active START DATE: 9/1/2021 DUTIES: I will be responsible for the high level strategy and guidance for the business in execution and strategy. Helping hire and manage employees, and the decisions on how capital will be spent for the business. HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Colorado State University Foundation, Inc. ADDRESS: 601 S Howes Street, Suite 300, Fort Collins, Colorado, 80521 INVESTMENT/NOT INVESTMENT RELATED: Yes, As part of the investment committee we will help guide the decisions on asset allocation and manager selection for the foundation. the foundation has an investment consultant who handles all of the investments and trading. BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE:01/07/2025 CAPACITY: Committee/Council Member, Board of Directors DUTIES: I have been invited to interview with the goal of being invited to join the CSU foundation Board of directors and investment committee. This group oversees the Colorado State University Foundation and provides guidance and direction. This role is a volunteer role and the term can last for four years, with the option to serve another term. I have been hoping to get this opportunity for several years and was recently approached about this. I would be one of several financial advisors who are on this board of directors. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (4) NAME OF ENTITY: Burkett Family Sports Cards ADDRESS: 850 Lodgepole Place Suite 300 Bellvue Colorado 80512 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 05/06/2025 CAPACITY: Sole Proprietor DUTIES: me and my boys have been collecting sports cards for years and we have been starting to do more and more selling of sports cards. We are wanting to sell cards at card shows, online and flea markets ,etc. We do not have any formal business entity created or formal roles at this time but wanted to make sure and document our intentions. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S66 Uniform Combined State Law Examination
  2006-04-25
• S63 Uniform Securities Agent State Law Examination
  2004-06-18