Unclaimed
Jason Bader is a registered representative with The Baker Group, LP. Jason has been in the financial services industry since 2010. His primary areas of focus are municipal advisor representative qualifications. Jason is registered in multiple states including California, Connecticut, New Jersey, New York, South Carolina and Vermont.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment strategies for financial institutions and other institutional investors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Negotiable fees based on % of investable assets per client
1
2
NY
11/08/2018 - Present
THE Baker Group, LP (Babylon NY)
NY
06/16/2014 - 11/01/2018
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
09/24/2010 - 06/16/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Bader is the right advisor for you? Invested Better is here to help.