Unclaimed Profile

Jason Gregary Black

COLORADO CAPITAL MANAGEMENT, INC.·BOULDER, Colorado

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record13 years registeredCOLORADO CAPITAL MANAGEMENT, INC.

4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO 80303-1100CRD# 5265605Firm CRD# 114011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Gregary Black · BOULDER, CO

Registration

CRD #5265605 · COLORADO CAPITAL MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

COLORADO CAPITAL MANAGEMENT

Aug 2021 – present

CURIAN CAPITAL, LLC

Feb 2013 – Mar 2016

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 14, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLORADO CAPITAL MANAGEMENT, INC.

CRD 114011 · SEC 801-60868

AUM

$500M

Regulatory assets under management

Employees

1,077 client accounts

Services offered by COLORADO CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLORADO CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Gregary Black offer?

Jason Gregary Black specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Jason Gregary Black's credentials?

Jason Gregary Black holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Gregary Black located?

Jason Gregary Black is based in BOULDER, Colorado, working with COLORADO CAPITAL MANAGEMENT, INC.. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Jason Gregary Black charge for services?

Jason Gregary Black's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLORADO CAPITAL MANAGEMENT, INC.?

COLORADO CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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