Jason Glenn Baer
Investment adviser representative at Centerpiece Wealth Advisor
19 yearsExperience
3 statesRegistered in
$138.6MFirm assets
2 yearsFirm in business
Are you Jason Glenn Baer? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Centerpiece Wealth AdvisorApr 2018 to now
- Hair By Sarah BaerSep 2011 to now
- Schwab Private Client Investment Advisory, IncJan 2012 to Apr 2018
- Charles Schwab & Co., Inc.Jul 2007 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CO, NC, TX).
Centerpiece Wealth Advisor
Legal name: Centerpiece Wealth Advisor L.L.C.
$138.6MAssets managed
75Clients
2Advisers
2 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
- 5392411
- Firm CRD
- 296956