Jason Burkholder (CFA®, CFP®)

Jason Burkholder focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Investment management with institutional-level experience.

Comprehensive financial planning/coaching.

Additional Information

Prior to launching New Legacy Financial Group, LLC, Jason spent his career in various roles throughout the investment managment industry. Most recently, he worked as a Senior Institutional Investment Consultant for Charles Schwab’s Retirement Plan Services, focused mainly on advising institutional retirement plan sponsors. Previously, he managed $8 billion in global retirement plan investment assets for The Goodyear Tire & Rubber Company and approximately $15 billion of international equity portfolios for Barclays Global Investors. Early in his career, he worked as a Portfolio Manager for a fee-only financial planning firm, so he feels he has now come full-circle with his experience.  New Legacy Financial Group's mission is to provide comprehensive financial planning with institutional-quality service in order to help clients achieve financial independence.

Jason earned his Bachelor of Science in Business Administration, with distinction, from the University of Nevada, with a major in finance and a minor in economics. He has earned the Chartered Financial Analyst® designation and he is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to being a member of the National Association of Personal Financial Advisors, he is also is a member of the Chartered Financial Analyst Institute.  

NAPFA Start Date

December 17, 2009

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This Office

133 S Milton St Unit C Smithville, OH 44677 Phone: (330) 669-2080 Fax: (330) 930-0023