Unclaimed Profile

Jason W Bear

COMPASS WEALTH MANAGEMENT LLC·GUILFORD, Connecticut

SIE, Series 7, Series 63, Series 79CFAClean record10 years registeredCOMPASS WEALTH MANAGEMENT LLC

10 WATER STREET, GUILFORD, CT 06437CRD# 5768783Firm CRD# 106289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason W Bear · GUILFORD, CT

Registration

CRD #5768783 · COMPASS WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

COMPASS WEALTH MANAGEMENT LLC

Dec 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79

Registration record

First registered · December 15, 2015

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS WEALTH MANAGEMENT LLC

CRD 106289 · SEC 801-53805

AUM

$542M

Regulatory assets under management

Employees

838 client accounts

Services offered by COMPASS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jason W Bear offer?

Jason W Bear specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.

What are Jason W Bear's credentials?

Jason W Bear holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason W Bear located?

Jason W Bear is based in GUILFORD, Connecticut, working with COMPASS WEALTH MANAGEMENT LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.

How does Jason W Bear charge for services?

Jason W Bear's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPASS WEALTH MANAGEMENT LLC?

COMPASS WEALTH MANAGEMENT LLC has approximately 5 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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