Jason R. Billingsley

5280 CAPITAL

Denver, CO 80206

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CRD#: 5880901

Professional summary

Jason Robert Billingsley is a registered financial advisor currently at 5280 CAPITAL located in Denver, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 2 firms and has passed the Series 66 and Series 7 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.

FIXED INSURANCE BUSINESS, LIFE, DISABILITY, LONG-TERM CARE.� PAID DIRECTLY BY CARRIERS INVOLVED. POSITION: ASSOCIATE NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 34 INVESTMENT RELATED HOURS: 34 START DATE: 01/03/2011 ADDRESS: 55 Madison St Suite 540 Denver CO 80206 DESCRIPTION: INSURANCE LICENSED TO TRANSACT BUSINESS IN ACCIDENT AND HEALTH, LIFE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Billingsley'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®

None

Experience

Current

October 31, 2013 - Present

5280 CAPITAL

Office #1: 55 Madison St Ste 540, Denver, CO 80206

RIA

CRD#: 167460

Denver, CO

Past

February 17, 2011 - July 17, 2013

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

GREENWOOD VILLAGE, CO

Past

January 27, 2011 - July 17, 2013

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

GREENWOOD VILLAGE, CO

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
(10/31/2013)

IAR

Texas
(3/2/2025)

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 66

Date: 2/16/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2011

General Securities Representative Examination

Current Firm

5280 CAPITAL

5280 CAPITAL | COMMONWEALTH INVESTMENT ADVISORS LLC

CRD#: 167460 / SEC#:

Colorado

Registered Investment Advisory firm - (10/31/2013 Approved)

Texas

Registered Investment Advisory firm - (2/24/2025 Conditional Restricted)

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Contact information

Main Address

55 Madison St Ste 540, Denver, CO 80206

Mailing Address

Phone number

(303) 501-9915

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 24,030,368

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. Billingsley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Billingsley's CRS (Customer Relationship Summary).

Certified licenses

Experience

5280 CAPITAL

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2011

Series 7

Date: 1/26/2011

Current Firm

5280 CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

5280 CAPITAL

TRUST BUT VERIFY

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