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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Richard Kitner is an investment advisor representative with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. Jason has a broad range of experience in the financial industry, having previously worked with TradeStation Securities, Inc., Redwood Trading, LLC, Hold Brothers On-Line Investment Services L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jason holds multiple licenses and certifications, including the Series 65, Series 63, Series 30, Series 24, SIE, Series 3, Series 55, and Series 7. Jason specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management services for individuals, pooled investment vehicles, and corporations. Jason is also a co-owner of SAK Brands LLC, an online retailing business.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/27/2021 - Present
GHP Investment Advisors Inc. (DENVER CO)
FL
02/17/2004 - 02/04/2019
TRADESTATION SECURITIES, INC. (PLANTATION FL)
CA
10/31/2003 - 02/05/2004
REDWOOD TRADING, LLC (SAN FRANCISCO CA)
NY
08/18/2000 - 10/28/2002
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
MN
03/08/2000 - 05/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/2000 - 05/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 30 - NFA Branch Manager Examination
BC
Issued 03/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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