Unclaimed Profile

Jason W Bear

COMPASS WEALTH MANAGEMENT LLC·GUILFORD, Connecticut

Clean recordCOMPASS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COMPASS WEALTH MANAGEMENT LLC

AUM

$542M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPASS WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5768783

Firm CRD# 106289

View on FINRA BrokerCheck →

Looking for a financial advisor in GUILFORD?

Browse all registered financial advisors in GUILFORD, Connecticut or claim this profile if it's yours.

Browse GUILFORD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →