Jason van Valkenburg
President @Legacy Insurance Advisors
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WORK HISTORY
President @Legacy Insurance Advisors
Tulsa, OK, US
As the president and co-founder of Legacy Realty Advisors, Jason’s goal and promise to LRA’s clients is to provide them with the information, education and empowerment they rely on to successfully navigate the ever-changing world of real estate. Legacy’s realtors, leadership team and staff are committed to providing their customers with real representation and real solutions. Whether you are buying your first home or building a multi-property investment portfolio, LRA’s representatives have the expertise to produce your desired outcome.
EDUCATION
Northeastern State University
M.Ed., Educational Administration
Northeastern State University
B.S., Biology, Chemistry
ABOUT JASON VAN VALKENBURG
Jason is the President and founder of Legacy Wealth Management, LLC. As an Investment Advisor Representative, Jason wanted to create a unique, one-of-a-kind client experience – one that would bridge the gap of communication between wealth managers, tax advisors, and estate/business succession planners. Jason focuses on all areas of personal/business wealth management and specializes in estate planning and business succession strategies. As an owner of multiple companies, Jason uses his substantial business knowledge to help Legacy Wealth Management clients navigate the ever-changing landscape of both personal and business finance. Jason received his bachelor’s and master’s degrees from NSU and has completed the designation of Board Certified Estate and Trust Specialist, Professional Plan Consultant, as well as Accredited Investment Fiduciary.
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