FINANCIAL ADVISOR
CallSend Me a MessageJason Burdett
CFP®, AAMS™, CRPS™
8401 Jacksboro Hwy, Suite 150, Lakeside, TX 76135opens in a new windowFocus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Community Outreach
- Fishing
- Gardening
- Golfing
- Camping
Team Members
- Sondra ClesterSr. Branch Office AdministratorFPQP®
- Treyla ElliottSr. Branch Office AdministratorFPQP®
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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