Jason Allen Baum
Investment adviser representative at Cwa Asset Management Group
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.5BFirm assets
Are you Jason Allen Baum? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cwa Asset Management Group, LLCJul 2023 to now
- Mariner Wealth AdvisorsJul 2022 to Jul 2023
- Rehmann Financial NetworkJan 2017 to Jul 2022
- Rehmann FinancialJul 2015 to Jul 2022
- Royal AllianceJul 2015 to Dec 2017
Designations
- ChFC®
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 5336595
- Firm CRD
- 158940