Investment adviser representative · Irving Planning & Investments, Ltd.
Jason S. Irving
CRD 5520978 · Centennial, CO
At a glance
Jason S. Irving is an investment adviser representative with Irving Planning & Investments, Ltd. in Centennial, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2014, about 12 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Irving Planning & Investments, Ltd.Since August 2020Centennial, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Irving Planning & Investments, Ltd.
- Allison C. IrvingCentennial
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