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Jason W Bear

COMPASS WEALTH MANAGEMENT LLC·GUILFORD, Connecticut
Unclaimed Profile
10 WATER STREET, GUILFORD, CT 06437CRD# 5768783Firm CRD# 106289
01

About

Jason W Bear is a registered financial advisor based in GUILFORD, Connecticut, affiliated with COMPASS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS WEALTH MANAGEMENT LLC
COMPASS WEALTH MANAGEMENT LLC
AUM
$542M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPASS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5768783
Firm CRD# 106289
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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