Unclaimed Profile

Jason T Rosener

CAPITAL INVESTMENT COUNSEL INC·DENVER, Colorado

Series 7, Series 63, Series 66Clean record25 years registeredCAPITAL INVESTMENT COUNSEL INC

210 UNIVERSITY BLVD., SUITE 550, DENVER, CO 80206CRD# 3214810Firm CRD# 106966

Profile Verification

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

Identity

Jason T Rosener · DENVER, CO

Registration

CRD #3214810 · CAPITAL INVESTMENT COUNSEL INC · 25 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

Sep 2023 – present

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jan 2015 – Oct 2023

SCOTTSDALE, AZ

CAPITAL INVESTMENT COUNSEL INC

Mar 2004 – Jan 2015

DENVER, CO

CHARLES SCHWAB & CO., INC.

Apr 2001 – Jan 2004

BOULDER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 25, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INVESTMENT COUNSEL INC

CRD 106966 · SEC 801-36824

AUM

$334M

Regulatory assets under management

Employees

812 client accounts

Services offered by CAPITAL INVESTMENT COUNSEL INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL INVESTMENT COUNSEL INC →

Introduction

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Frequently Asked Questions

What services does Jason T Rosener offer?

Jason T Rosener specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Jason T Rosener's credentials?

Jason T Rosener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason T Rosener located?

Jason T Rosener is based in DENVER, Colorado, working with CAPITAL INVESTMENT COUNSEL INC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Jason T Rosener charge for services?

Jason T Rosener's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INVESTMENT COUNSEL INC?

CAPITAL INVESTMENT COUNSEL INC has approximately 2 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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