Jason Cunningham, Financial Advisor located in Colorado Springs, CO

Financial Advisor
Jason Cunningham

MBA, CFP®, CEPA®, AAMS®
1920 Vindicator Dr Suite 112, Colorado Springs, CO 80919opens in a new window
New Client Waitlist
Serving clients with $1,000,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Information Technology Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Football
  • Hiking
  • Home Improvement
  • Jogging
  • Spending Time with Family

Team Members

  • Alysa Drew
    Sr. Branch Office Administrator
  • Jodee Snavely
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(719) 260-6148

Fax

(866) 462-9479

Office Address

1920 Vindicator Dr Suite 112
Colorado Springs, CO 80919opens in a new window

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