Jason Speciner has been President / CCO / Iar of Financial Planning Fort Collins since November 2014, is a control person of the firm and directly owns 75% or more of it.
Financial Planning Fort Collins, LLC is a Fort Collins, CO firm with $152M under management, 119 clients and 3 advisers in one office, as of its March 2026 filing.
Jason Speciner is Director of Investment and Tax Planning and Founder of FPFoCo (Financial Planning Fort Collins, LLC). He has served clients as a financial planner since 2004. His specializations in investments and tax allow him to bring tax planning into every aspect of the financial planning process, including investment portfolio construction.
Jason Speciner’s longest registration is the current one, 10 years at Financial Planning Fort Collins since 2016. Before joining Financial Planning Fort Collins in 2016, Jason Speciner was registered through Cambridge Investment Research Advisors, Inc. and Cetera Advisor Networks LLC.
- Cambridge Investment Research Advisors, Inc.– · 4 yearsFort Collins, CO · Adviser representative · Firm CRD 134139
- Cetera Advisor Networks LLC– · 5 yearsFort Collins, CO · Adviser representative · Firm CRD 13572
- Waddell & Reed, Inc.– · 3 yearsFT. Collins, CO · Adviser representative · Firm CRD 866
Professional designations
Listed by Financial Planning Fort Collins
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Enrolled Agent (EA)
Investment adviser representative registrations
Jason Speciner is registered as an investment adviser representative in 3 states. The first approvals date from June 2016; the most recent is Louisiana, in March 2021.
- CaliforniaSince 10 March 2020
- ColoradoSince 2 June 2016
- LouisianaSince 1 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 June 2004 |
| Series 7 | General Securities Representative Examination | 8 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Samuel Speciner
- CRD
- 4781020
- Firm
- Financial Planning Fort Collins · CRD 283890
- Role
- President / CCO / Iar
- Office
- 375 E. HORSETOOTH RD., BLDG. 3, STE. 203, Fort Collins, CO 80525-3197
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialplanningfortcollins.com
Where does Jason Speciner work?
Jason Speciner has been President / CCO / Iar of Financial Planning Fort Collins, LLC since November 2014, and is a control person of the firm.
Is Jason Speciner a financial advisor?
Yes. Jason Speciner has a current investment-adviser registration in California, Colorado and Louisiana, through Financial Planning Fort Collins since June 2016.
How many years of experience does Jason Speciner have?
Jason Speciner has 22 years in the financial industry, since May 2004, across 4 adviser firms.
What exams has Jason Speciner passed?
Jason Speciner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004. FINRA credited Jason Speciner with the SIE, which began in October 2018.
Where did Jason Speciner work before Financial Planning Fort Collins?
Before Financial Planning Fort Collins, Jason Speciner was registered through Cetera Advisor Networks LLC, July 2007 to July 2013; Waddell & Reed, Inc., June 2004 to July 2007.
Where is Jason Speciner based?
Jason Speciner’s registered office is in Fort Collins, CO.
Is Jason Speciner registered with FINRA?
No. Jason Speciner has no current broker registration.
Is Jason Speciner a CFP?
Financial Planning Fort Collins lists Jason Speciner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jason Speciner biography, financialplanningfortcollins.com
How can I verify Jason Speciner’s record?
Search CRD 4781020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Speciner’s full registration record.