AdvisorOS Directory
Claim Profile
JB

Jason Glenn Baer

CENTERPIECE WEALTH ADVISOR L.L.C.·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
6400 S FIDDLERS GREEN CIR STE. 300, GREENWOOD VILLAGE, CO 80111CRD# 5392411Firm CRD# 296956
01

About

Jason Glenn Baer is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with CENTERPIECE WEALTH ADVISOR L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CENTERPIECE WEALTH ADVISOR L.L.C.
CENTERPIECE WEALTH ADVISOR
AUM
$104M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CENTERPIECE WEALTH ADVISOR L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5392411
Firm CRD# 296956
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jason Glenn Baer offer?
Jason Glenn Baer specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Jason Glenn Baer's credentials?
Jason Glenn Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Glenn Baer located?
Jason Glenn Baer is based in GREENWOOD VILLAGE, Colorado, working with CENTERPIECE WEALTH ADVISOR L.L.C.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Jason Glenn Baer charge for services?
Jason Glenn Baer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTERPIECE WEALTH ADVISOR L.L.C.?
CENTERPIECE WEALTH ADVISOR L.L.C. has approximately 2 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCGeoffry Sean Eliason — PEAK CAPITAL MANAGEMENT, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile