Jason
Speciner
Fpfoco
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About this Advisor
Jason Speciner is a financial advisor based in Fort Collins, Colorado, working with Fpfoco. Jason has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Fort Collins Tax Service, LLC Dba Financial Planning Fort Collin, Fort Collins Tax Service, LLC, Jason Speciner, Sole Proprietor, and Long Green Planning Group, LLC Dba For Securities. Jason has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, and Louisiana. Currently, Jason is part of Fpfoco, which is located in Fort Collins, Colorado. The firm has 4 employees and manages assets totaling $110.0 million. Fpfoco serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fpfoco includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fpfoco Brokerage Details
$109,992,216
4
436
$252,276
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Speciner Work History
Fort Collins Tax Service, LLC Dba Financial Planning Fort Collin
Jason Speciner, Sole Proprietor
Fort Collins Tax Service, LLC
Jason Speciner, Sole Proprietor
Jason Speciner, Sole Proprietor
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Long Green Planning Group, LLC Dba For Securities
Jason Speciner, Sole Proprietor
Disclosures
Please visit the SEC profile of Jason Speciner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fpfoco
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
