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Jason Alan Edgerton

President/Majority Owner/Chief Compliance OfficerCertified Financial Strategies CorporationCRD 4453650

About Jason Alan Edgerton

Jason Alan Edgerton is listed as President/Majority Owner/Chief Compliance Officer at Certified Financial Strategies Corporation in Dallas, TX. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Certified Financial Strategies Corporation
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Alan Edgerton work?

Jason Alan Edgerton is listed as President/Majority Owner/Chief Compliance Officer at Certified Financial Strategies Corporation on SEC Form ADV.

How much of Certified Financial Strategies Corporation does Jason Alan Edgerton own?

Form ADV reports a beneficial ownership band of 50-75%.

Certified Financial Strategies Corporation

TitlePresident/Majority Owner/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
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