Jason Michael Alderson

Current Employers

Employment History

• 01/2015 → 04/2017
  Bok Financial
  Denver, CO
• 05/2017 → 02/2019
  Kestra Financial, Inc.
  Denver, CO
• 02/2019 → 08/2021
  Elbert Capital Management
  Denver, CO
• 08/2021 → 04/2025
  Private Capital Management, Llc
  Denver, CO
• 04/2025 → Present
  Crusonia Wealth Advisors Llc
  Denver, CO

Previous Registrations

• 2021-08-30 → 2025-04-07
  Southstate Private Capital Management Llc
  Columbia, SC
• 2019-02-20 → 2021-08-27
  Elbert Capital Management Llc
  Denver, CO
• 2017-04-05 → 2019-02-13
  Kestra Advisory Services, Llc
  Denver, CO
  Austin, TX
• 2016-01-05 → 2017-04-21
  Bok Financial Securities, Inc.
  Denver, CO

Other Businesses

Business Name: Arcadia Investment Partners, LLC Investment Related: No Address: 4142 E. Calle Redonda, #69 Phoenix AZ 85018 Nature of Business: Real Estate Position, Title or Relationship: Managing member Start Date: 2/15/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Collect rent, order maintenance and repair of property. Business Name: Shalom Park/Beth Israel Foundation for the Aged Investment Related: Yes Address: 14800 E Belleview Drive, Aurora, CO 80015 Nature of Business: Non-profit Skilled Nursing Facility Position: Board or Trustees Member/Treasurer Start Date: 7/15/2022 Hours Per Month: 0 - 16 Hours Per Month during Trading Hours: 0 - 16 Duties: Board member and treasurer Business Name: The Lowry Foundation Investment Related: Yes Address: 293 Roslyn St, Denver, CO 80230 Nature of Business: Community Foundation Position: Board Member/Treasurer Start Date: 7/1/2024 Hours Per Month: 0 - 16 Hours Per Month during Trading Hours: 0 - 16 Duties: Board member and treasurer

Designations