Jason R. Kitner

ISRAEL INVESTMENT ADVISORS

Denver, CO 80203

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CRD#: 4138511

Professional summary

Jason Richard Kitner is a registered financial advisor currently at ISRAEL INVESTMENT ADVISORS, LLC located in Denver, Colorado and GHP INVESTMENT ADVISORS INC located in Denver, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: SAK Brands LLC, not investment related. Online retailing business, Co-owner with wife, Aug. 2016, 10-20 hrs/mo., 0 hours during securities trading hours, Duties include: Online retailing tasks - sourcing products, listing, shipping, market research

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Kitner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2021 - Present

ISRAEL INVESTMENT ADVISORS, LLC

Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203

RIA

CRD#: 153952

Denver, CO

Current

January 27, 2021 - Present

GHP INVESTMENT ADVISORS INC

Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203

RIA

CRD#: 107563

Denver, CO

Past

August 30, 2019 - December 31, 2020

GHP INVESTMENT ADVISORS INC

RIA

CRD#: 107563

DENVER, CO

Past

February 17, 2004 - February 4, 2019

TRADESTATION SECURITIES, INC.

CRD#: 39473

PLANTATION, FL

Past

October 31, 2003 - February 5, 2004

REDWOOD TRADING, LLC

CRD#: 114774

SAN FRANCISCO, CA

Past

August 18, 2000 - October 28, 2002

TAFFERER TRADING, LLC

CRD#: 36816

NEW YORK, NY

Past

March 8, 2000 - May 10, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 8, 2000 - May 10, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GHP INVESTMENT ADVISORS INC

GHP GLOBAL MARKETS | GHP INVESTMENT ADVISORS INC

CRD#: 107563 / SEC#: 801-49990

RIA

Registered Investment Advisory firm - (8/28/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/30/2004

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 8/31/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/7/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 12/13/2005

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 3/12/2002

General Securities Principal Examination

Current Firm

GHP INVESTMENT ADVISORS INC

GHP GLOBAL MARKETS | GHP INVESTMENT ADVISORS INC

CRD#: 107563 / SEC#: 801-49990

RIA

Registered Investment Advisory firm - (8/28/1995 Approved)

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Contact information

Main Address

1290 Broadway, Suite 1100, Denver, CO 80203

Mailing Address

Phone number

(303) 831-5051

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GHPIA PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	4,299
AUM (Assets Under Management)	$ 2,723,131,280

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2024	Cover Page	Report
09/26/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason R. Kitner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Richard Kitner's CRS (Customer Relationship Summary).

Certified licenses

Experience

GHP INVESTMENT ADVISORS INC

GHP INVESTMENT ADVISORS INC

TRADESTATION SECURITIES, INC.

REDWOOD TRADING, LLC

TAFFERER TRADING, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GHP INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2019

Series 63

Date: 2/25/2004

SIE

Date: 10/1/2018

Series 3

Date: 9/30/2004

Series 55

Date: 8/31/2000

Series 7

Date: 3/7/2000

Series 30

Date: 12/13/2005

Series 24

Date: 3/12/2002

Current Firm

GHP INVESTMENT ADVISORS INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GHP INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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