Jason joined Irving Planning & Investments, Ltd. in 2020, bringing more than 13 years of experience in financial planning and wealth management. His top priority is helping clients achieve their financial goals through a personalized, client-focused approach tailored to each individual’s life circumstances.
Professional Background
Before joining the firm, Jason served as a Senior Associate Private Client Advisor at Charles Schwab, where he supported financial planning and portfolio management for affluent clients from a wide range of backgrounds.
Earlier in his career, he worked as a Mortgage Loan Officer and as a Margins Specialist, assisting high-volume day traders with complex transactions. His diverse experience across investment, lending, and advisory services gives him a comprehensive perspective on the financial landscape.
Education & Certifications
Jason earned his Bachelor’s Degree from the University of Colorado Denver and proudly served in the U.S. Army from 2003 to 2007. He obtained the prestigious Chartered Financial Consultant® (ChFC®) designation in 2022, demonstrating his dedication to professional excellence and lifelong learning.
Personal Life & Values
Jason’s priorities are faith, family, and community. He lives in Centennial, Colorado, with his wife Allison and their two children, Quinn and Anson. Outside of work, he enjoys spending time with loved ones, traveling, listening to music, cheering for the Denver Broncos, and serving his local church and community.