Jesse Sage Poznikowich
Investment adviser representative at Aspen Grove Capital, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$6.7BFirm 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 assetsFixed 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.
- Aspen Grove Capital, LLCMay 2021 to now
- Antlers At VailDec 2020 to Apr 2021
- Vail ResortsDec 2020 to Apr 2021
- UnemployedOct 2020 to Nov 2020
- Red Sky Ranch Golf ClubJul 2020 to Sep 2020
- UnemployedMay 2020 to Jun 2020
- Vail ResortsDec 2019 to Apr 2020
- UnemployedOct 2019 to Nov 2019
- Creganna MedicalMay 2015 to Sep 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Aspen Grove Capital, LLC
$6.7BAssets managed
42Clients
9Advisers
13 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
- 7458544
- Firm CRD
- 158166