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Jason John Bass

Cordatus Wealth Management LLC

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About Jason John Bass

Jason Bass is a financial advisor with Cordatus Wealth Management LLC. Jason has been in the industry since 2009 and holds Series 7, Series 63, Series 65, SIE and Series 99TO licenses. Jason has a background in financial planning and portfolio management. Jason's focus is on helping individuals, families and businesses achieve their financial goals. Jason is registered to provide investment advice in Florida, Maryland, New Jersey, New York, Pennsylvania and Virginia.

Firm Information

Jason Bass is currently registered with Cordatus Wealth Management LLC. Cordatus Wealth Management LLC is a Pennsylvania-based registered investment advisor with $457,769,515 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, and institutions.
Cordatus Wealth Management LLC

95 S. MAIN STREET

YARDLEY, PA 19067

$457.77M

Assets Under Management

4

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Bass’s Registration & Firm History

PA

08/30/2016 - Present

Cordatus Wealth Management LLC (YARDLEY PA)

PA

07/13/2009 - 06/22/2016

WELLS FARGO ADVISORS, LLC (YARDLEY PA)

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Licenses & Designations

IA

Issued 09/29/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason John Bass.
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