Jason Alan Edgerton
Investment adviser representative at Certified Financial Strategies Corporation
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$144.4MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Certified Financial Strategies CorporationMar 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Certified Financial Strategies Corporation
$144.4MAssets managed
155Clients
1Advisers
1 yearIn 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
- 4453650
- Firm CRD
- 114361