Jason M. Alderson
CRUSONIA WEALTH ADVISORS LLC
DENVER, CO 80209
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CRD#: 6588321
Professional summary
Jason Michael Alderson, CFP® is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Denver, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jason has worked at 6 firms and has passed the SIE 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.
Business Name: Arcadia Investment Partners, LLC Investment Related: No Address: 4142 E. Calle Redonda, #69 Phoenix AZ 85018 Nature of Business: Real Estate Position, Title or Relationship: Managing member Start Date: 2/15/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Collect rent, order maintenance and repair of property. Business Name: Shalom Park/Beth Israel Foundation for the Aged Investment Related: Yes Address: 14800 E Belleview Drive, Aurora, CO 80015 Nature of Business: Non-profit Skilled Nursing Facility Position: Board or Trustees Member/Treasurer Start Date: 7/15/2022 Hours Per Month: 0 - 16 Hours Per Month during Trading Hours: 0 - 16 Duties: Board member and treasurer Business Name: The Lowry Foundation Investment Related: Yes Address: 293 Roslyn St, Denver, CO 80230 Nature of Business: Community Foundation Position: Board Member/Treasurer Start Date: 7/1/2024 Hours Per Month: 0 - 16 Hours Per Month during Trading Hours: 0 - 16 Duties: Board member and treasurer
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Alderson'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: 2015
Experience
Current
April 4, 2025 - Present
CRUSONIA WEALTH ADVISORS LLC
Office #1: 3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209RIA
CRD#: 330057
DENVER, CO
Past
August 30, 2021 - April 7, 2025
PRIVATE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 165306
DENVER, CO
Past
February 20, 2019 - August 27, 2021
ELBERT CAPITAL MANAGEMENT LLC
RIA
CRD#: 291832
DENVER, CO
Past
July 20, 2017 - February 13, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
DENVER, CO
Past
April 5, 2017 - February 13, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
DENVER, CO
Past
January 5, 2016 - April 21, 2017
BOK FINANCIAL SECURITIES, INC.
RIA
CRD#: 17530
DENVER, 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".
CW
CRUSONIA WEALTH ADVISORS LLC
ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC
CRD#: 330057 / SEC#: 801-129632
RIA
Registered Investment Advisory firm - (3/4/2024 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(4/4/2025)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CRUSONIA WEALTH ADVISORS LLC
ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC
CRD#: 330057 / SEC#: 801-129632
RIA
Registered Investment Advisory firm - (3/4/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209
Mailing Address
Phone number
(303) 810-6366
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 230 |
| AUM (Assets Under Management) | $ 161,347,493 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
