Jason Speciner, financial advisor Fort Collins CO

Jason Speciner

CRD Number: 4781020
Current Firm: Financial Planning Fort Collins

Jason Speciner (CRD# 4781020) is an Investment Advisor Representative working at Financial Planning Fort Collins in Fort Collins, CO and has over 19 years of experience in the finance industry. Jason Speciner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fort Collins Tax Service, Llc Dba Financial Planning Fort Collin Fort Collins, CO May 2016 - Current 7
Jason Speciner, Sole Proprietor Fort Collins, CO Nov 2015 - Current 8
Fort Collins Tax Service, LLC Fort Collins, CO Nov 2014 - Current 9
Jason Speciner, Sole Proprietor Fort Collins, CO Jun 2009 - Current 14
Jason Speciner, Sole Proprietor Fort Collins, CO Oct 2017 - Jan 2018 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2013 - Oct 2017 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2013 - Oct 2017 4
Jason Speciner, Sole Proprietor Fort Collins, CO May 2004 - Oct 2017 13
Long Green Planning Group, Llc Dba For Securities Fort Collins, CO Aug 2010 - Jul 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Jason S. Speciner
Phone Number: 970-225-0504
Registered State(s):
  • CA
  • CO
  • LA
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $205,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, LA, TX

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