Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brian Baver is an active investment advisor representative with over 30 years of experience in the financial services industry. Jason Brian Baver is registered with Raymond James Financial Services Advisors, Inc. in Pennsylvania and Texas. Jason Brian Baver has a wide range of experience in the industry, including working with PrimeVest Financial Services, Inc., Pruco Securities Corporation, and American General Securities Incorporated. Jason Brian Baver holds Series 6, 7, 26, 63, and 65 licenses. Jason Brian Baver provides investment advisory services to individuals, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
11/10/2011 - Present
Raymond James Financial Services Advisors, Inc. (BETHLEHAM PA)
PA
09/09/2002 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ALLENTOWN PA)
NJ
09/19/2001 - 09/09/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
AZ
05/09/2001 - 08/23/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NJ
07/27/1992 - 12/22/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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