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Jason John Bass

CORDATUS WEALTH MANAGEMENT LLC·YARDLEY, Pennsylvania
Unclaimed Profile
95 S. MAIN STREET, YARDLEY, PA 19067CRD# 5227540Firm CRD# 282871
01

About

Jason John Bass is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with CORDATUS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CORDATUS WEALTH MANAGEMENT LLC
CORDATUS WEALTH MANAGEMENT LLC
AUM
$458M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORDATUS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5227540
Firm CRD# 282871
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason John Bass offer?
Jason John Bass specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Jason John Bass's credentials?
Jason John Bass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason John Bass located?
Jason John Bass is based in YARDLEY, Pennsylvania, working with CORDATUS WEALTH MANAGEMENT LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Jason John Bass charge for services?
Jason John Bass'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 CORDATUS WEALTH MANAGEMENT LLC?
CORDATUS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YARDLEY
Bridghet Elizabeth Sarah Donato — PSC MANAGER LLCJohn David Rea — CROSSGATE WEALTH ADVISORS, LLCBarry Howard — EQUUS CAPITAL PARTNERS, LTD.Robert Alan Connell — APEX FINANCIAL ADVISORS, INCNicholas Vincent Ventura — NVWM LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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