Unclaimed Profile

Jason Samuel Speciner

FINANCIAL PLANNING FORT COLLINS, LLC·FORT COLLINS, Colorado

SIE, Series 7, Series 66CFPClean record22 years registeredFINANCIAL PLANNING FORT COLLINS, LLC

375 E. HORSETOOTH RD., FORT COLLINS, CO 80525-3197CRD# 4781020Firm CRD# 283890

Profile Verification

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

Identity

Jason Samuel Speciner · FORT COLLINS, CO

Registration

CRD #4781020 · FINANCIAL PLANNING FORT COLLINS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FPFOCO

Jun 2016 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2013 – Oct 2017

FORT COLLINS, CO

CETERA ADVISOR NETWORKS LLC

Jul 2007 – Jul 2013

FORT COLLINS, CO

WADDELL & REED, INC.

Jun 2004 – Jul 2007

FT. COLLINS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 2, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PLANNING FORT COLLINS, LLC

CRD 283890 · SEC 801-130854

AUM

$101M

Regulatory assets under management

Employees

404 client accounts

Services offered by FINANCIAL PLANNING FORT COLLINS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL PLANNING FORT COLLINS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Samuel Speciner offer?

Jason Samuel Speciner specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Jason Samuel Speciner's credentials?

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

Where is Jason Samuel Speciner located?

Jason Samuel Speciner is based in FORT COLLINS, Colorado, working with FINANCIAL PLANNING FORT COLLINS, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Jason Samuel Speciner charge for services?

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

How large is FINANCIAL PLANNING FORT COLLINS, LLC?

FINANCIAL PLANNING FORT COLLINS, LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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