Jason S. Speciner
FPFOCO
FORT COLLINS, CO 80525-3197
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CRD#: 4781020
Professional summary
Jason Samuel Speciner, CFP® is a registered financial advisor currently at FPFOCO located in Fort Collins, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Now that you know a little about me, I invite you to schedule a free intro call. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Budgeting
Insurance Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Generation X
Millennials
Real Estate Investments
Tax Planning
Unmarried Couples
Women's Financial Planning Iss...
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.
1. Fort Collins Tax Service, LLC; investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; Income Tax; Managing Member/Tax Preparer; 11/2014; 500 HR/YR - 100 HR/YR during securities trading hours; individual income tax return preparation, audit representation, tax advice. 2. Hairy Man and Runt, LLC; not investment related; 2601 S. Lemay Ave., Unit 7-450; Fort Collins, CO 80525; Online Sales of collectibles; Managing Member/Owner; 8/2024; 40 HR/MO - 2 HR/MO during securities trading hours; inventory management, purchasing shipping. 3. Jason Speciner, Sole Proprietor; not investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; notary; Notary Public; 6/2009; 0.5 HR/MO, 0 during securities trading hours; notarization services. 4. Jason Speciner, Sole Proprietor; investment related; 375 E Horsetooth Rd, Bldg 3 Ste 203, Fort Collins, CO 80525; Consulting; Business Consultant; 11/2015; 1 HR/MO - 0 during securities trading hours; providing knowledge and opinions of personal experiences within the tax and financial services industries. 5. Colorado State University Other Post Employment Benefits (OPEB) Investment Committee; investment related; 501 University Ave., Fort Collins, CO 80521; Advisory Committee; 5/2024; 2 HR/MO, 2 during securities trading hours; meet quarterly with investment manager to review reports and ask questions, no decision-making authority, non-compensated position.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Samuel Speciner's 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®
CFP®
Start date: 2012
Experience
Current
June 2, 2016 - Present
FPFOCO
Office #1: 375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197RIA
CRD#: 283890
FORT COLLINS, CO
Past
July 1, 2013 - October 26, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
FORT COLLINS, CO
Past
July 1, 2013 - October 26, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FORT COLLINS, CO
Past
July 31, 2007 - July 9, 2013
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
FORT COLLINS, CO
Past
July 27, 2007 - July 9, 2013
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FORT COLLINS, CO
Past
June 2, 2004 - July 24, 2007
WADDELL & REED
RIA
CRD#: 866
FT. COLLINS, CO
Past
May 10, 2004 - July 24, 2007
WADDELL & REED
BD
CRD#: 866
FT. COLLINS, CO
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".
FPFOCO
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
CRD#: 283890 / SEC#: 801-130854
RIA
Registered Investment Advisory firm - (8/2/2024 Approved)California
Registered Investment Advisory firm - (9/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (8/5/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (8/3/2024 Terminated)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
California(3/10/2020)
IAR
Colorado(6/2/2016)
IAR
Louisiana(3/1/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FPFOCO
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
CRD#: 283890 / SEC#: 801-130854
RIA
Registered Investment Advisory firm - (8/2/2024 Approved)California
Registered Investment Advisory firm - (9/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (8/5/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (8/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197
Mailing Address
Phone number
(970) 225-0504
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 436 |
| AUM (Assets Under Management) | $ 109,992,216 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
