portrait of Jason Cunningham
FINANCIAL ADVISOR
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Serving clients with $1,000,000
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About Jason

As your Edward Jones branch team in Peregrine, the northwest corner of Colorado Springs near Rockrimmon, Woodmen Valley, Mountain Shadows and the Garden of the Gods corridor, we believe it's important to invest time to understand your goals and needs, before investing your money. We work closely with you, your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family. We also provide retirement planning so that you have more options when you retire.

A passionate lifelong learner, and to optimize how I serve my clients, I hold the CERTIFIED FINANCIAL PLANNER™, or CFP®,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Information Technology Professionals

Work History

  • Edward JonesApril 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Colorado Christian UniversityMaster of Business Admin
  • Univ of Colorado-Colorado SprgBachelor of Business Admin

Personal Interests

  • Football
  • Hiking
  • Home Improvement
  • Jogging
  • Spending Time with Family

Team Members

  • Alysa Drew
    Sr. Branch Office Administrator
  • Cooper Wells
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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