Jason Irving

Financial Advisor

Jason joined Irving Planning & Investments in 2020 with over 12 years of experience in the Financial Services Industry. His main priority is to help clients achieve their financial goals through a tailored approach suited to their specific life situation.

Prior to joining the firm, Jason worked as a Sr. Associate Private Client Advisor at Charles Schwab, where he assisted with financial planning and portfolio management for affluent clients from all walks of life. He also has experience as a Mortgage Loan officer and worked with high transaction day-traders as a Margins Specialist.

Jason has a Bachelor’s Degree from the University of Colorado Denver and served in the U.S. Army from 2003-2007. Jason, his wife Allison and their two children live in Centennial, Colorado.