Jason Alan Edgerton

Employer firm

Certified Financial Strategies Corporation CRD 114361

$133M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2016-03-08
• S66 Uniform Combined State Law Examination
  2001-10-09

Designations

• Certified Financial Planner