Jason Edgerton
Certified Financial Strategies · Dallas, Texas
Jason Edgerton is a fee-only financial advisor at Certified Financial Strategies in Dallas, Texas, who holds the CFP credential. Jason focuses on retirement planning. Certified Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Certified Financial Strategies |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $144.4M across 306 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 4453650 |
| Exams passed | Series 66 (2001) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cfscorp.com |
How Jason's firm compares
- Certified Financial Strategies's average account is about $472,000, from its Form ADV (assets managed divided by 306 accounts).
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Questions about Jason
Is Jason Edgerton a fee-only financial advisor?
Yes. Jason Edgerton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, Certified Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Edgerton based?
Jason Edgerton is based in Dallas, Texas.
What does Jason specialize in?
Jason's specialties include retirement planning.
What credentials does Jason Edgerton hold?
Jason Edgerton holds the CFP credential.
Is Jason Edgerton registered with the SEC?
Yes. Jason Edgerton is registered as an investment adviser representative in NM and TX (CRD 4453650), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Certified Financial Strategies manage?
Certified Financial Strategies reports $144.4M across 306 accounts in assets under management.
How do I contact Jason Edgerton?
Through Jason's website, cfscorp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Certified Financial Strategies website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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