Sindrich & Associates

CONNECT

Address:

1490 S. Pearl Street
Denver, CO 80210

Phone:

303-744-8899

Fax/Other:

303-744-2688

Jason Alderson, CFP®

Jason Alderson, CFP®

Associate Wealth Advisor

Jason joined Sindrich & Associates in 2017.  He holds his CFP® certification and has a background in investment management and banking. He is licensed through Kestra Investment Services, LLC as a Registered Associate and holds a Series 65 (Uniform Investment Adviser Law Examination) and Series 7 (General Securities Representative Exam) .  He specializes in retirement planning and wealth management, while also supporting the firm operationally.  

Jason holds his BSBA in Finance with a minor in Accounting from the University of Denver.  Prior to joining the firm, Jason was a Wealth Portfolio Manager at a regional bank where he specialized in asset management for high-net-worth individuals and special needs trust beneficiaries.

He enjoys traveling and spending quality time with family, friends, and his two dogs.

Kestra Investment Services, LLC does not provide legal or tax advice and are not Certified Public Accounting (CPA) firms. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.  Jason  currently does not offer securities or advisory services to clients

Phone 303-744-8899
Fax 303-744-2688
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck