Unclaimed Profile

Jason Richard Kitner

GHP INVESTMENT ADVISORS INC·DENVER, Colorado

SIE, Series 3, Series 7, Series 24, Series 30, Series 55, Series 63, Series 65Clean record6 years registeredGHP INVESTMENT ADVISORS INC

1290 BROADWAY, SUITE 1100, DENVER, CO 80203CRD# 4138511Firm CRD# 107563

Profile Verification

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

Identity

Jason Richard Kitner · DENVER, CO

Registration

CRD #4138511 · GHP INVESTMENT ADVISORS INC · 6 years registered

Brand Profile

Not yet started

Career History

GHP INVESTMENT ADVISORS INC

Jan 2021 – present

ISRAEL INVESTMENT ADVISORS, LLC

Jan 2021 – present

GHP INVESTMENT ADVISORS INC

Aug 2019 – Dec 2020

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 30

Series 55

Series 63

Series 65

Registration record

First registered · August 30, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GHP INVESTMENT ADVISORS INC

CRD 107563 · SEC 801-49990

AUM

$2.4B

Regulatory assets under management

Employees

4,024 client accounts

Services offered by GHP INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GHP INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jason Richard Kitner offer?

Jason Richard Kitner specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DENVER, Colorado for a consultation.

What are Jason Richard Kitner's credentials?

Jason Richard Kitner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Richard Kitner located?

Jason Richard Kitner is based in DENVER, Colorado, working with GHP INVESTMENT ADVISORS INC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Jason Richard Kitner charge for services?

Jason Richard Kitner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GHP INVESTMENT ADVISORS INC?

GHP INVESTMENT ADVISORS INC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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