Jason Irving

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 an Associate Portfolio Advisor at Charles Schwab Private Client, 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.

Phone 303-985-4100