linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Gregary Black

Colorado Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Gregary Black

Jason Black is a financial advisor with Colorado Capital Management. Jason holds the Series 6, 7, 24, 63 and 65 securities licenses, along with the SIE. Jason holds the Certified Financial Planner designation. Jason has been in the financial industry since 2007. Jason is registered to provide investment advisory services in Colorado. Prior to joining Colorado Capital Management, Jason worked at Jackson National Life Distributors LLC in Denver, Colorado. Jason provides investment advisory services to high-net-worth individuals, individuals, and charitable organizations.

Firm Information

Jason Black is currently registered with Colorado Capital Management. Colorado Capital Management is a Boulder, CO-based registered investment advisor with over $560 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They also publish periodicals and offer selection of other advisors services.
Colorado Capital Management

4430 ARAPAHOE AVENUE, SUITE 120

BOULDER, CO 80303-1100

$560.33M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Black’s Registration & Firm History

CO

08/12/2021 - Present

Colorado Capital Management (BOULDER CO)

CO

01/01/2007 - 08/05/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

Not sure if Jason Gregary Black is right for you?

Licenses & Designations

IA

Issued 02/13/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Gregary Black.
Not sure if Jason Gregary Black is right for you?