Jason
Alderson

Kestra Advisory Services, LLC

CRD#6588321
Investment Advisor
in Denver, CO
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About this Advisor

Jason Alderson is a certified financial planner operating out of Denver, Colorado, who has 13 years in the industry. Alderson is an advisor for Kestra Advisory Services, LLC. During their career, Alderson has held roles at Jpmorgan Chase Bank, Bok Financial, First Western Financial, Amg National Trust Bank, Wells Fargo Bank, Ups, Mercedes Benz Of Littleton, Bok Financial Securities, Inc, Notre Dame Preparatory High School and University Of Denver. Alderson can work in Colorado. Kestra Advisory Services, LLC is a registered investment business that has its headquarters in Denver, Colorado. The company has offices in 513 locations and a total of 1,231 employees. It oversees $20 billion in assets under management among its 75,277 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 84 charities and foundations. Of its 75,277 accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually depend on which services are provided. Fee types charged by Kestra Advisory Services, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1490 S. Pearl
Denver, CO 80210

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

CO Average: $3,042,739,679
Total Number of Employees

1,291

CO Average: 49
Total Number of Accounts

81,360

CO Average: 2,315
Average Account Size

$267,280

CO Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jason Alderson Work History

Jason has 13 years of experience.

2016 - Present (3 years)

Bok Financial Securities, Inc

2015 - Present (4 years)

Bokf, Na

2015 - 2015 (< 1 year)

Bok Financial

2013 - 2015 (2 years)

First Western Financial

2011 - 2011 (< 1 year)

Jpmorgan Chase Bank

2011 - 2013 (2 years)

Amg National Trust Bank

2010 - 2011 (1 year)

Wells Fargo Bank

2009 - 2009 (< 1 year)

Ups

2009 - 2009 (< 1 year)

Mercedes Benz Of Littleton

2009 - 2013 (4 years)

University Of Denver

2005 - 2009 (4 years)

Notre Dame Preparatory High School

Disclosures

Jason Alderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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