Jason Miles Burklow
Investment adviser representative at Steward Partners Investment Advisory, LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Steward Partners Investment Advisory, LLCNov 2024 to now
- Steward Partners Global Advisory, LLCNov 2024 to now
- Steward Partners Investment Solutions, LLCNov 2024 to now
- Ameriprise Financial Services, LLCJun 2023 to Nov 2024
- Burklow & Rotella, LLCJun 2023 to Nov 2024
- Joe's Fresh CatchSep 2022 to May 2023
- The Residence At University VillageSep 2021 to May 2022
- Asset LivingSep 2020 to May 2021
- Florida Gulf Coast UniversityJun 2019 to May 2023
- Pequannock Township School DistrictJan 2012 to May 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7773488
- Firm CRD
- 283004