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JH

Jack C. Hastings

ASCEND PRIVATE WEALTH MANAGEMENT
Fort Collins, CO
Some features on this profile are disabled
CRD#: 7407675
JH

Professional summary

Jack Charles Hastings, who also goes by Jack Hastings, Jack Hastings Charles Hastings, is a registered financial advisor currently at ASCEND PRIVATE WEALTH MANAGEMENT located in Fort Collins, Colorado.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jack has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Hastings | Jack Hastings Charles Hastings

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 Jack Charles Hastings'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

May 7, 2026 - Present

ASCEND PRIVATE WEALTH MANAGEMENT

RIA
CRD#: 334750
Fort Collins, CO
Past

September 12, 2024 - January 2, 2025

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
DENVER, 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
(5/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2024
Securities Industry Essentials Examination

Current Firm

AP
ASCEND PRIVATE WEALTH MANAGEMENT
ASCEND PRIVATE WEALTH MANAGEMENT

CRD#: 334750 / SEC#:

Colorado
Registered Investment Advisory firm - (6/5/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Fort Collins, CO
Mailing Address
Phone number
(970) 682-0321
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

ASCEND PRIVATE WEALTH MANAGEMENT

CRD#: 334750Fort Collins, CO

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