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Jason Brian Bader

THE Baker Group, LP

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About Jason Brian Bader

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.

Firm Information

Jason Bader is currently registered with THE Baker Group, LP. THE Baker Group, LP is a Partnership firm that was formed on May 20, 1992. The firm provides investment strategies for financial institutions and other institutional investors. It is registered with the SEC and in 25 states. The firm has 8 registered representatives and 5 investment adviser representatives.

Not reported

Assets Under Management

2

Total Clients

64

Total Financial Advisors

Services Offered

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.

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investment strategies for financial institutions and other institutional investors

Investment strategies for financial institutions and other institutional investors

Fee Structure

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.

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other

Negotiable fees based on % of investable assets per client

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Jason Bader’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Brian Bader.
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