Jason Gregary Black
Investment adviser representative at Colorado Capital Management
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$638.4MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Colorado Capital ManagementJul 2021 to now
- Jackson National Life Distributors LLCMay 2008 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Colorado Capital Management
Legal name: Colorado Capital Management, Inc.
$638.4MAssets managed
241Clients
10Advisers
24 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
- 5265605
- Firm CRD
- 114011