Jason Aluague has been an investment adviser representative at Haynie Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners. Jason Aluague studied at the University of South Carolina.
Haynie Wealth Management LLC is a Salt Lake City, UT firm with $107M under management, 156 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Jason Aluague is Financial Planner of Haynie Wealth Management. He joined Haynie in 2021 and takes a tax-conscious approach to helping clients navigate retirement and long-term financial goals. He has a background in tax preparation for individuals and businesses and experience at a prior brokerage firm specializing in fixed-income retirement strategies.
- Haynie Wealth Management LLCCurrent– present · under a yearAdviser representative · Firm CRD 305852
Professional designations
Listed by Haynie Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jason Aluague is registered as an investment adviser representative in 4 states. Each was approved in May 2026.
- CaliforniaSince 27 May 2026
- ColoradoSince 27 May 2026
- TexasSince 27 May 2026
- UtahSince 28 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 2016 |
| Series 7 | General Securities Representative Examination | 1 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Antiquera Aluague
- CRD
- 6608130
- Firm
- Haynie Wealth Management · CRD 305852
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hayniewealth.com
Where does Jason Aluague work?
Jason Aluague is an investment adviser representative registered through Haynie Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Aluague a financial advisor?
Yes. Jason Aluague has a current investment-adviser registration in California, Colorado, Texas and Utah, through Haynie Wealth Management since May 2026.
How many years of experience does Jason Aluague have?
Jason Aluague has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Jason Aluague passed?
Jason Aluague has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2016. FINRA credited Jason Aluague with the SIE, which began in October 2018.
Is Jason Aluague registered with FINRA?
No. Jason Aluague has no current broker registration.
How can I verify Jason Aluague’s record?
Search CRD 6608130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Aluague’s full registration record.
