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Your Valuable Team at the Helm

Jason Burkholder, CFP®, CFA Photo

Jason Burkholder, CFP®, CFA

President

Prior to launching New Legacy Financial Group, LLC, Jason spent his career in various roles throughout the investment management 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 realize 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 (CFA®) designation and is a CERTIFIED FINANCIAL PLANNERTM professional. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Chartered Financial Analyst Institute. 

With generational ties to Wayne County, Ohio, Jason and his wife, Kim, are happy to be raising their three children in the local community. In his spare time, Jason enjoys classic cars and motorcycles, travel, reading, and spending time with family and friends.

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