Jason Roland Foster
Investment adviser representative at Peak Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$1BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Peak Asset Management, LLCDec 2023 to now
- Team Select Home ServicesJun 2017 to now
- Colorado Financial ManagementMar 2018 to Oct 2023
- JP Morgan Securities LLCJul 2017 to Dec 2017
- Fidelity Brokerage Services, LLCDec 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Peak Asset Management, LLC
$1BAssets managed
342Clients
13Advisers
30 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
- 6592312
- Firm CRD
- 106944