Jason J. Minor is a Senior Financial Advisor and Managing Director – Investments with more than 25 years of experience in the financial services industry. He is dedicated to helping individuals and families navigate complex financial decisions with clarity, discipline, and long‑term perspective. As a CERTIFIED FINANCIAL PLANNER® professional, Jason brings a planning‑first approach grounded in thoughtful analysis, experienced judgment, and collaborative decision‑making.
Jason is part of an advisory team intentionally built to bring diverse professional perspectives and continuity to client relationships. He works closely with a select group of clients seeking comprehensive guidance, including those experiencing liquidity events, preparing for or transitioning into retirement, running businesses, or focusing on multigenerational planning. He has recently been recognized by Forbes as one of the 2026 Forbes Best‑In‑State Wealth Advisors.
Jason believes strong financial decisions are shaped through listening, structure, and collaboration. He values a team‑based approach that brings depth of experience to each relationship and supports thoughtful guidance over time as clients’ priorities evolve.
Outside the office, Jason is devoted to family and community. He enjoys coaching and supporting his daughters, Mckenna and Sydney, in their athletic pursuits, along with snowboarding, guitar, and golf. His community involvement includes having served on the board of the Denver Active 20‑30 Children’s Foundation, whose mission is to develop philanthropic leaders who mobilize the community to impact the lives of disadvantaged children. He is also active in Guys Who Give (Denver Chapter), a group committed to supporting local nonprofit organizations. And finally, Project Hope whose mission is to provide support to individuals affected by domestic violence and other crimes. Jason lives in Denver with his wife Lindsay and four kids.
Professional Background
Experience
- 2008 – Present: Wells Fargo Advisors: Senior Financial Advisor, Managing Director - Investments
- 2004 – 2008: Wachovia Securities, Senior Financial Advisor, Vice-President-Investments
- 1998 – 2004: Prudential Securities: Financial Advisor, Associate Vice President