Jason Richard Kitner
Investment adviser representative at Israel Investment Advisors, LLC
3 yearsExperience
1 stateRegistered in
$96.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
3 years in the industry.
- Israel Investment Advisors, LLCJan 2021 to now
- Ghp Investment AdvisorsJun 2019 to now
- Charles SchwabMay 2019 to Jun 2019
- UnemployedFeb 2019 to Apr 2019
- Tradestation SecuritiesJun 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4138511
- Firm CRD
- 153952