Jason Akridge, CFP<sup>&reg;</sup> - Financial Advisor

Jason Akridge, CFP®

CWS®

Senior Financial Advisor

Integrity Wealth Management

13540 Meadowgrass Dr
Colorado Springs, CO 80921
(719) 955-4815

General

Jason Akridge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Integrity Wealth Management in Colorado Springs, CO and the surrounding communities.

Financial Advisor Overview

I guide the affluent to achievement of their objectives for themselves, and the people and organizations they are passionate about. This includes working with all of the outside counsel for a client (e.g. CPA, Attorney, Insurance Agent)

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Financial Advisor Experience

18 years as a Wealth Manager and Portfolio Manager

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Wealth Strategist (CWS(R))

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Investment Management, Getting Married, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes

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