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Jason Robert Billingsley

5280 Capital

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About Jason Robert Billingsley

Jason Billingsley is a registered Investment Advisor Representative with 5280 Capital, and has been with the firm since 2013. Jason has 12 years of experience in the financial services industry. Jason has a Series 7 and Series 66 license. Prior to joining 5280 Capital, Jason was an associate for H. Beck, Inc., and was also licensed to transact business in Accident and Health, Life. Jason specializes in portfolio management for individuals and pooled investment vehicles.

Firm Information

Jason Billingsley is currently registered with 5280 Capital. 5280 Capital is an investment advisor with 2 investment advisory representatives and 1 licensed agent. The firm manages approximately $24 million in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pooled investment vehicles. They offer portfolio management for individuals and pooled investment vehicles, as well as general consulting services.

$24.03M

Assets Under Management

Not reported

Total Clients

2

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

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.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Billingsley’s Registration & Firm History

CO

10/31/2013 - Present

5280 Capital (DENVER CO)

CO

01/27/2011 - 07/17/2013

H. BECK, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 02/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Robert Billingsley.
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