JR
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
933 clients
Average Client Portfolio
$87K average
Assets Under Management
$81.0M
Fee Structure
This brochure supplement provides information about Kerry Hilsabeck. Please refer to the Financial Action, Inc. Brochure for fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax Planning
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Advisor Information
Office location
283 Washington St, Monument, CO, 80132
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason is a landlord of rental property in Colorado Springs since 2012, managing the property and collecting rent. He also owns Roque Property Management, LLC since 2024.
Employment History
Current Registrations
Financial Action, INC.
July 2013 - Present · 12 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - July 2013 · 9 mos
Chase Investment Services CORP.
January 2009 - October 2012 · 3 yrs 9 mos
Thrivent Investment Management INC.
February 2008 - January 2009 · 11 mos
State Registrations5 states
COFLLATXWY
Advisor
Exams
No exam information available for this advisor.