Jason Baer, financial advisor Greenwood Village CO

Jason Baer

CRD Number: 5392411
Current Firm: Centerpiece Wealth Advisor

Jason Baer (CRD# 5392411) is an Investment Advisor Representative working at Centerpiece Wealth Advisor in Greenwood Village, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Centerpiece Wealth Advisor Denver, CO Apr 2018 - Current 5
Hair By Sarah Baer Lone Tree, CO Sep 2011 - Current 12
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Jan 2012 - Apr 2018 6
Charles Schwab & Company, Inc. Lone Tree, CO Jul 2007 - Apr 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jason G. Baer
Phone Number: 720-296-5495
Registered State(s):
  • CO
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $1,704,918
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, NC, TX

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