Jason Roesler
HighPoint CPAs · Laramie, Wyoming
Jason Roesler is a fee-only financial advisor at HighPoint CPAs in Laramie, Wyoming. Jason focuses on estate & legacy planning, tax planning and small business owners. HighPoint CPAs reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | HighPoint CPAs |
|---|---|
| Based in | Laramie, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.8M across 17 accounts |
| SEC registration | Investment adviser representative in CO, TX, WY · CRD 2940046 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.highpointcpa.com |
| Profile |
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Questions about Jason
Is Jason Roesler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and HighPoint CPAs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, HighPoint CPAs, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Roesler based?
Jason Roesler is based in Laramie, Wyoming.
What does Jason specialize in?
Jason's specialties include estate & legacy planning, tax planning, small business owners and retirement planning.
Is Jason Roesler registered with the SEC?
Yes. Jason Roesler is registered as an investment adviser representative in CO, TX and WY (CRD 2940046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HighPoint CPAs manage?
HighPoint CPAs reports $17.8M across 17 accounts in assets under management.
How do I contact Jason Roesler?
Through Jason's website, www.highpointcpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HighPoint CPAs website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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