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David Chadwick Jones

Trail Ridge Investment Advisors, LLC

Fort Collins, CO

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Current Employers
Trail Ridge Investment Advisors, Llc

2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-20
CO RA APPROVED 2016-11-07
  • TX RA
    APPROVED
    Since 2021-06-20
  • CO RA
    APPROVED
    Since 2016-11-07

Branch Locations

2020 Caribou Drive Suite 102, Fort Collins, CO 80525 • 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
Colorado State University Fort Collins CO 02/2015 03/2018
Trail Ridge Investment Advisors, Llc Fort Collins CO 03/2017 Present
Trail Ridge Wealth Management, Inc. Fort Collins CO 03/2017 Present
  • 02/2015 → 03/2018
    Colorado State University
    Fort Collins, CO
  • 03/2017 → Present
    Trail Ridge Investment Advisors, Llc
    Fort Collins, CO
  • 03/2017 → Present
    Trail Ridge Wealth Management, Inc.
    Fort Collins, CO
Designations

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
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GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
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