Jason Michael Burdine

Employer firm

Post Oak Private Wealth Advisors CRD 159293

$391M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ESTATE PLANNING ASSISTANCE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 05/2017
  Investment Professionals, Inc.
  San Antonio, TX
• 11/2017 → 03/2018
  Lpl Financial Llc
  Wharton, TX
• 07/2019 → Present
  Post Oak Private Wealth Advisors
  Houston, TX
• 03/2018 → 07/2019
  Incomar Investments, Llc
  Houston, TX
• 05/2017 → 11/2017
  Investment Centers Of America, Inc.
  Wharton, TX
• 10/2007 → 05/2017
  Investment Professionals, Inc.
  Wharton, TX

Previous Registrations

• 2018-03-05 → 2019-10-17
  Incomar Investments, Llc
  Sugar Land, TX
• 2017-11-29 → 2018-03-12
  Lpl Financial Llc
  Wharton, TX
• 2017-05-02 → 2017-11-29
  Investment Centers Of America, Inc.
  Wharton, TX
  Wharton, TX
  Appleton, WI
• 2007-10-01 → 2017-05-30
  Investment Professionals, Inc.
  Wharton, TX
  San Antonio, TX
  Wharton, TX
  Houston, TX
  League City, TX
  Wharton, TX

Other Businesses

POST OAK PRIVATE WEALTH ADVISORS; INVESTMENT RELATED; INSURANCE AGENT; SPENDS 5 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES Name of the other business: AGCM Investment-related: No Address: Houston, Texas Nature of the business: Advise school curriculum  Position, title, or relationship with the other business: N/a Start date: 06/01/2023 Approximate hours/month: 8 Hours during securities trading hours: yes Duties: Advise school curriculum

Exams

• S66 Uniform Combined State Law Examination
  2007-09-28
• S63 Uniform Securities Agent State Law Examination
  2004-09-18