Jason Thomas Rosener

Current Employers

Employment History

• 01/2015 → 09/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 09/2023 → Present
  Apollon Wealth Management
  Avon, CO

Previous Registrations

• 2015-01-23 → 2023-10-27
  United Capital Financial Advisors
  Denver, CO
  Scottsdale, AZ
  Scottsdale, AZ
  Denver, CO
• 2004-03-26 → 2015-01-23
  Capital Investment Counsel, Inc
  Denver, CO
• 2001-04-25 → 2004-01-30
  Charles Schwab & Co., Inc.
  Boulder, CO

Other Businesses

1) JASON ROSENER IS A LIFE INSURANCE AGENT, HOLDING LIFE AND/OR DISABILITY AND HEALTH INSURANCE LICENSES WITH UNITED CAPITAL RISK MANAGEMENT. JASON MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS. 2) Team Summit Colorado - Board Member - Non-investment related - 800 Copper Rd # 3307 Frisco, CO 80443 - At-Large Director and finance committee member. Help steer broad initiatives for organization - start on 11/1/2022 - time spent 2 hrs/month 3) DPIG Investment Group, LLC - Partner - Investment Related - PO Box 55 Edwards, CO 81632 - Small investments in run down properties - start on 3/1/2023 - time spent 1 hour/month

Exams

• S66 Uniform Combined State Law Examination
  2000-10-16
• S63 Uniform Securities Agent State Law Examination
  1999-12-09

Designations

Other Names

• Jason T Rosener