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Jason Alan Edgerton

Certified Financial Strategies Corporation

Dallas, TX

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Current Employers
Certified Financial Strategies Corporation

12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-05-15
TX RA APPROVED 2016-03-08
  • NM RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED
    Since 2016-03-08

Branch Locations

12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Certified Financial Strategies Corp. Dallas TX 03/2016 Present
Certified Financial Strategies Corp. Dallas TX 04/2024 Present
  • 03/2016 → Present
    Certified Financial Strategies Corp.
    Dallas, TX
  • 04/2024 → Present
    Certified Financial Strategies Corp.
    Dallas, TX
Previous Registrations
  • 2007-05-29 → 2008-07-31
    Citigroup Global Markets Inc.
    Frisco, TX
  • 2005-07-13 → 2007-05-29
    Citicorp Investment Services
    Frisco, TX
    Frisco, TX
  • 2003-02-14 → 2004-11-09
    Banc Of America Investment Services, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-08
S66 Uniform Combined State Law Examination 2001-10-09
  • S65 Uniform Investment Adviser Law Examination
    2016-03-08
  • S66 Uniform Combined State Law Examination
    2001-10-09
Designations

View on SEC IAPD

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