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Jason Niles Burch, Financial Advisor serving the Irvine, CA area - Ameriprise Advisors

Jason Niles Burch

Financial Advisor

Vice President
Shoop, Burch & Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 21 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • Series 8 (9&10)- General Security Sales Supervisor
  • Series 7- General Security Representative
  • Series 52- Municipal Security Respresentative
  • Series 65- Investment Advisory Agent
  • California Life & Health Insurance Licensed

Education

  • Franklin University, Lugano, Switzerland- Associates equivalent study in International Business
  • University of Oregon, Eugene, Oregon- Bachelor of Science in Economics/minor in Business Admin.

Community participation

I'm actively involved with the Bolsa Chica Wetlands Conservation and The Midnight Mission in Los Angeles.

Interests

When I'm not in the office, I enjoy spending time with my family & friends. I also remain active with hobbies that include snowboarding, scuba diving and classic car restoration. Whenever possible, I like to travel- some of the places I've visited include Austria, Belgium, Belize, Canada, Cayman Islands, Costa Rica, Cuba, Czech Republic, Denmark, El Salvador, Fiji, France, Germany, Gibraltar, Greece, Honduras, Hungary, Italy, Jamaica, Japan, Luxembourg, Mexico, Monaco, Netherlands, Nicaragua, Norway, Portugal, Spain, Sweden, Switzerland, Thailand, United Kingdom, and of course The United States of America (there's no place like home!).