Jason Michael Alderson
Investment adviser representative at Crusonia Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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
11 years in the industry.
- Crusonia Wealth Advisors LLCApr 2025 to now
- Private Capital Management, LLCAug 2021 to Apr 2025
- Elbert Capital ManagementFeb 2019 to Aug 2021
- Kestra Financial, Inc.May 2017 to Feb 2019
- Bok FinancialJan 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 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
- 6588321
- Firm CRD
- 330057