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Jason Alan Edgerton

Investment Adviser Representative at CERTIFIED FINANCIAL STRATEGIES CORPORATION

Dallas, TXCRD #4453650Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Alan Edgerton has worked in the securities industry since 2011. They have passed the Series 66, 65, and 7 examinations. They are registered to provide investment advisory services in New Mexico and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New MexicoTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/8/2016
Series 66
Uniform Combined State Law Examination
Passed 10/9/2001
Series 7
General Securities Representative Examination
Passed 9/25/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.50%
$500,001 to $750,0001.25%
Over $750,0001.00%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Certified Financial Strategies Corporation Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CERTIFIED FINANCIAL STRATEGIES CORPORATIONCurrent
3/8/2016 – Dallas, TX
CITIGROUP GLOBAL MARKETS INC.
5/29/2007 – 7/31/2008Frisco, TX
CITICORP INVESTMENT SERVICES
7/13/2005 – 5/29/2007Frisco, TX
BANC OF AMERICA INVESTMENT SERVICES, INC.
2/14/2003 – 11/9/2004Dallas, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CERTIFIED FINANCIAL STRATEGIES CORPORATION

1 other advisor in the directory

Roger Steven Asel
Investment Adviser Representative
Dual-registered
View CERTIFIED FINANCIAL STRATEGIES CORPORATION firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Alan Edgerton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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