Jason Alderson

Jason Alderson is an accomplished wealth management professional. He brings a passion for financial planning and investment management, leveraging his diverse industry experience to deliver custom tailored solutions for his clients’ unique financial goals.

Jason earned a Bachelor of Science in Finance with a minor in Accounting from the Daniels College of Business at the University of Denver. He began his career in the investment management group of several private banks and trust companies, where he gained expertise across operations, analytics, portfolio management, and financial planning. A Certified Financial Planner™ Professional and Certified Divorce Financial Analyst™ Practitioner, Jason is committed to advancing the financial planning profession. He served as President (2021) and Chair (2022) of the Financial Planning Association of Colorado, establishing himself as a leader in the field.

Beyond his professional work, Jason is deeply involved in giving back to his community. He serves as Treasurer of the Board of Trustees for Shalom Park, a nonprofit nursing home and senior living community dedicated to providing high-quality, compassionate care for the elders that call it home. Shalom Park holds a special place in Jason’s heart, as it was home to his father for nearly seven years. Jason also previously served on the Community Engagement and Business Development Committee of the Colorado Gives Foundation.

When he’s not advising clients or volunteering, Jason enjoys playing golf on Colorado’s scenic courses, traveling, and spending time with his husband and their two retrievers.

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