DFX Intelligence

RIA Intelligence

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Registered advisor

J•••• A••• E•••••••

C•••••••• F•••••••• S••••••••• C•••••••••independent RIADallas, TxIA-onlyIAPD 4453650

Certified Financial Planner

Feed of 09/14/2026

At current firm

10 y

since Mar 8, 2016

In the industry

24 y

since Oct 9, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Presidentreportedcfscorp.comfirm site, Sep 16, 2026
Designations: CFPreportedcfscorp.comas printed on the bio page, Sep 16, 2026
Professional profile: cfscorp.com/jason-edgertonreportedcfscorp.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C•••••••• F•••••••• S••••••••• C••••••••• independent RIA current
since Mar 8, 2016 · Dallas, Tx
C•••••••• G••••• M•••••• I••• BD affiliated
May 29, 2007 to Jul 31, 2008 · Frisco, Tx
C••••••• I••••••••• S••••••• unclassified
Jul 13, 2005 to May 29, 2007 · Frisco, Tx
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Feb 14, 2003 to Nov 9, 2004 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

C•••••••• G••••• M•••••• I••• to C•••••••• F•••••••• S••••••••• C•••••••••
left Jul 31, 2008, registered Mar 8, 2016 (2777 days) · Other
C••••••• I••••••••• S••••••• to C•••••••• G••••• M•••••• I•••
left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
B••• O• A•••••• I••••••••• S•••••••• I••• to C••••••• I••••••••• S•••••••
left Nov 9, 2004, registered Jul 13, 2005 (246 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address