Jason Burkholder, CFP®, CFA®
Advisor
What is your role at ANTOLINO Wealth Advisors?
I’ve recently joined the ANTOLINO team as an Advisor through ANTOLINO’s acquisition of my firm, New Legacy Financial Group, LLC (NLFG). Partnering with ANTOLINO will help me further my original mission to provide institutional-quality financial planning and investment management services, with the goal of helping clients achieve financial independence. I was especially attracted to ANTOLINO’s shared client-first philosophy and the fact that they similarly consider their fiduciary duty to clients above all else.
Tell us about yourself and your family.
I was born and raised in California, but I have generational ties to Northeast Ohio and I spent many summers, as a child, visiting grandparents, aunts & uncles, and cousins in Wayne County. My wife, Kim, and I took advantage of the opportunity to move our family to Ohio in 2004, settling in Wayne County, where we currently reside. We have three adult children and - as of right now - four grandchildren.
Why did you pursue a career in finance?
Growing-up, I always enjoyed puzzles and learning how complex systems work. As I discovered compound interest, I became fascinated with the concept of making money work for you. These interests (no pun intended) led me to the University of Nevada, where I earned, with distinction, my Bachelor of Science in Business Administration, with a major in finance and a minor in economics. I’ve earned the Chartered Financial Analyst (CFA®) designation, and I’m a CERTIFIED FINANCIAL PLANNER™ professional. I've spent my career in various roles throughout the investment management industry. Before launching NLFG, I worked as a Senior Institutional Investment Consultant for Charles Schwab’s Retirement Plan Services, focused mainly on advising institutional retirement plan sponsors. Previously, I 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 (now Blackrock). I started my career as an Investment Analyst and Portfolio Manager for an independent, fee-only financial planning & investment management firm.
What might we catch you doing for fun on the weekend?
On weekends, you can find my wife (Kim) and me travelling, reading, fly fishing and spending time with family and friends.
