Jason Edgerton
Jason Edgerton is a CFP-designated registered investment advisor at Certified Financial Strategies Corporation, based in Dallas, TX, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 163 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Contact
Jason Edgerton
Location
12700 Hillcrest Rd., Ste. 210, Dallas, TX, 75230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Certified Financial Strategies Corporation
Previous Registrations
Citigroup Global Markets INC.
Citicorp Investment Services
Banc of America Investment Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Graduated from Austin College (Sherman, TX) in 2000 with a degree in business. I currently live in East Dallas and enjoy spending time with my wife Brennan, who is a teacher in Richardson ISD, daughter Vivienne and son Nash. Outside work, I spent a considerable amount of time volunteering, specifically with the Exchange Club of Lake Highlands. As time permits, I enjoy playing golf as well as skiing in the winter months. The occasional hour or so a day to sit on the couch and watch sports is a bonus as well.