Unclaimed Profile

Jason John Bass

CORDATUS WEALTH MANAGEMENT LLC·YARDLEY, Pennsylvania

SIE, Series 7, Series 63, Series 65, Series 99TOClean record15 years registeredCORDATUS WEALTH MANAGEMENT LLC

95 S. MAIN STREET, YARDLEY, PA 19067CRD# 5227540Firm CRD# 282871

Profile Verification

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

Identity

Jason John Bass · YARDLEY, PA

Registration

CRD #5227540 · CORDATUS WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

CORDATUS WEALTH MANAGEMENT LLC

Aug 2016 – present

PROSPERA FINANCIAL SERVICES, INC.

Jun 2016 – Feb 2017

DALLAS, TX

WELLS FARGO ADVISORS, LLC

Sep 2010 – Jun 2016

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORDATUS WEALTH MANAGEMENT LLC

CRD 282871 · SEC 801-107770

AUM

$458M

Regulatory assets under management

Employees

866 client accounts

Services offered by CORDATUS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDATUS WEALTH MANAGEMENT LLC →

Introduction

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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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