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RIA / WealthAdvisor22 years in industry

JASON MICHAEL BURDINE

Advisor at POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX

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Search this name across graphsid dfx:ria:ee1cfb2a-ed42-67bd-863d-f8a9a09f8928

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: POST OAK PRIVATE WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 18, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 18, 2004
First registration: Oct 1, 2007
Dual registered: no
IAPD individual key: 4805654

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
POST OAK PRIVATE WEALTH ADVISORS	Independent wealth	Jul 23, 2019	n/a	yes	HOUSTON, TX	Current employment
INCOMAR INVESTMENTS, LLC	Former SEC adviser	Mar 5, 2018	Oct 17, 2019	no	SUGAR LAND, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2017	Mar 12, 2018	no	WHARTON, TX	Previous registration
INVESTMENT CENTERS OF AMERICA, INC.	Former SEC adviser	May 2, 2017	Nov 29, 2017	no	WHARTON, TX\|WHARTON, TX\|APPLETON, WI	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Oct 1, 2007	May 30, 2017	no	WHARTON, TX\|SAN ANTONIO, TX\|WHARTON, TX\|HOUSTON, TX\|LEAGUE CITY, TX\|WHARTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INCOMAR INVESTMENTS, LLC	POST OAK PRIVATE WEALTH ADVISORS	Oct 17, 2019	Jul 23, 2019	-86	Firm change after gap	Other
LPL FINANCIAL LLC	INCOMAR INVESTMENTS, LLC	Mar 12, 2018	Mar 5, 2018	-7	Firm change	Other
INVESTMENT CENTERS OF AMERICA, INC.	LPL FINANCIAL LLC	Nov 29, 2017	Nov 29, 2017	0	Bulk transfer	Other
INVESTMENT PROFESSIONALS, INC.	INVESTMENT CENTERS OF AMERICA, INC.	May 30, 2017	May 2, 2017	-28	Firm change	Other

Relationships

Registered with (5)

→ POST OAK PRIVATE WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 23, 2019 to presentfactForm ADV
→ INCOMAR INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 5, 2018 to Oct 17, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 29, 2017 to Mar 12, 2018factForm ADV
→ INVESTMENT CENTERS OF AMERICA, INC.Registered adviserregistration: previous registration
May 2, 2017 to Nov 29, 2017factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Oct 1, 2007 to May 30, 2017factForm ADV

Dated events

No dated event names this entity yet.