Jason Samuel Speciner

Employer firm

Fpfoco CRD 283890

$152M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2013 → 10/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2013 → 10/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 05/2016 → Present
  Financial Planning Fort Collins, Llc Dba Fpfoco
  Fort Collins, CO
• 11/2015 → Present
  Jason Speciner, Sole Proprietor
  Fort Collins, CO
• 06/2009 → Present
  Jason Speciner, Sole Proprietor
  Fort Collins, CO
• 05/2004 → 10/2017
  Jason Speciner, Sole Proprietor
  Fort Collins, CO
• 10/2017 → 01/2018
  Jason Speciner, Sole Proprietor
  Fort Collins, CO

Previous Registrations

• 2013-07-01 → 2017-10-26
  Cambridge Investment Research Advisors, Inc.
  Fort Collins, CO
• 2007-07-31 → 2013-07-09
  Cetera Wealth Services, Llc
  Fort Collins, CO
• 2004-06-02 → 2007-07-24
  Waddell & Reed
  Ft Collins, CO
  Ft. Collins, CO

Other Businesses

1. Fort Collins Tax Service, LLC; investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; Income Tax; Managing Member/Tax Preparer; 11/2014; 500 HR/YR - 100 HR/YR during securities trading hours; individual income tax return preparation, audit representation, tax advice. 2. Hairy Man and Runt, LLC; not investment related; 2601 S. Lemay Ave., Unit 7-450; Fort Collins, CO 80525; Online Sales of collectibles; Managing Member/Owner; 8/2024; 40 HR/MO - 2 HR/MO during securities trading hours; inventory management, purchasing shipping. 3. Jason Speciner, Sole Proprietor; not investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; notary; Notary Public; 6/2009; 0.5 HR/MO, 0 during securities trading hours; notarization services. 4. Jason Speciner, Sole Proprietor; investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; Consulting; Business Consultant; 11/2015; 1 HR/MO - 0 during securities trading hours; providing knowledge and opinions of personal experiences within the tax and financial services industries. 5. Colorado State University Other Post Employment Benefits (OPEB) Investment Committee; investment related; 501 University Ave., Fort Collins, CO 80521; Advisory Committee; 5/2024; 2 HR/MO, 2 during securities trading hours; meet quarterly with investment manager to review reports and ask questions, no decision-making authority, non-compensated position.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-01

Designations

• Certified Financial Planner