Jason John Bass
Investment adviser representative at Cordatus Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$630.4MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cordatus Wealth Management LLCJun 2016 to now
- Prospera Financial ServicesJun 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cordatus Wealth Management LLC
$630.4MAssets managed
308Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5227540
- Firm CRD
- 282871