Best Investors Account Sign in
Inactive

Jason Antiquera Aluague

Haynie Wealth Management LLC

Fort Collins, CO

Salt Lake City, UT

Loveland, CO

CRD 6608130

Claim This Profile
Employer firm

Haynie Wealth Management LLC CRD 305852

$107M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Haynie Wealth Management Llc

1785 West 2320 South, Salt Lake City, UT 84119 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-28
CA RA APPROVED 2026-05-27
CO RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • UT RA
    APPROVED
    Since 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-27
  • CO RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

Fort Collins, CO • United States

1785 West 2320 South, Salt Lake City, UT 84119 • United States

200 E 7Th Street Suite 300, Loveland, CO 80534 • 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
Haynie Wealth Management, Llc Austin TX 05/2026 Present
Teapot Chinese Restaurant Cayce SC 01/2018 04/2018
Pizza Casbah Fort Collins CO 05/2018 09/2018
Precision Machined Products Fort Collins CO 09/2018 12/2020
Haynie & Company Loveland CO 01/2021 05/2026
Centaurus Financial Inc. Anaheim CA 08/2016 12/2017
  • 05/2026 → Present
    Haynie Wealth Management, Llc
    Austin, TX
  • 01/2018 → 04/2018
    Teapot Chinese Restaurant
    Cayce, SC
  • 05/2018 → 09/2018
    Pizza Casbah
    Fort Collins, CO
  • 09/2018 → 12/2020
    Precision Machined Products
    Fort Collins, CO
  • 01/2021 → 05/2026
    Haynie & Company
    Loveland, CO
  • 08/2016 → 12/2017
    Centaurus Financial Inc.
    Anaheim, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2016-09-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-22
Other Names
  • Jason Aluague

View on SEC IAPD

More in Fort Collins, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor