Jason A. Aluague

HAYNIE WEALTH MANAGEMENT

Fort Collins, CO

CRD#: 6608130

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Professional summary

Jason Antiquera Aluague, who also goes by Jason Aluague, is a registered financial advisor currently at HAYNIE WEALTH MANAGEMENT LLC located in Fort Collins, Colorado.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Aluague

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Antiquera Aluague'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

May 27, 2026 - Present

HAYNIE WEALTH MANAGEMENT LLC

Office #2: 200 E 7th Street Suite 300, Loveland, CO 80534

RIA

CRD#: 305852

Fort Collins, CO

Past

September 1, 2016 - December 31, 2017

CENTAURUS FINANCIAL, INC.

CRD#: 30833

LEXINGTON, SC

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
(5/27/2026)

IAR

Colorado
(5/27/2026)

IAR

Texas
(5/27/2026)

IAR

Utah
(5/28/2026)

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: 5/15/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2016

General Securities Representative Examination

Current Firm

HAYNIE WEALTH MANAGEMENT LLC

HAMILTON ASSET MANAGEMENT GROUP LLC. | HAYNIE WEALTH MANAGEMENT LLC | HAYNIE WEALTH | HAMILTON WEALTH MANAGEMENT

CRD#: 305852 / SEC#: 801-135227

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Colorado

Registered Investment Advisory firm - (6/4/2024 Approved)

Texas

Registered Investment Advisory firm - (12/3/2019 Approved)

Utah

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

1785 West 2320 South, Salt Lake City, UT 84119

Mailing Address

Phone number

(512) 537-8241

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HAYNIE WEALTH FORM ADV 2A (12/23/2025)

Regulatory assets under management

Total Number of Accounts	578
AUM (Assets Under Management)	$ 106,642,575

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 A. Aluague

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Antiquera Aluague's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAYNIE WEALTH MANAGEMENT LLC

CENTAURUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2026

Series 63

Date: 9/22/2016

SIE

Date: 12/31/2017

Series 7

Date: 9/1/2016

Current Firm

HAYNIE WEALTH MANAGEMENT LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAYNIE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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