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Our financial advice team


Jason Burt, Financial Advisor serving the Poughkeepsie, NY area - Ameriprise Advisors

Jason Burt

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Seven Bridges Wealth Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Women's Financial Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Economics, State University of New York, College at Cortland

Awards & recognition

  • Seven Bridges Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2022

Professional associations

  • Certified Financial Planner Board of Standards, Inc.

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Dutchess County Regional Chamber of Commerce, a local organization of businesses whose goal is to further the interests of businesses.
  • Arlington Education Foundation, Lagrangeville, NY
  • Premier Cares Foundation, Pleasant Valley, NY
  • Arlington Business Improvement District, Arlington, NY

Interests

I enjoy spending time with my wife Wendy and our 3 kids, Lily, James & Gavin.