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
| Title | President/Majority Owner/Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2024 |