Jason W Bear
Investment adviser representative at Compass Wealth Management LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$682.5MFirm assets
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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
Experience
11 years in the industry.
- Compass Wealth Management LLCOct 2015 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CT).
Compass Wealth Management LLC
$682.5MAssets managed
375Clients
6Advisers
29 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
- 5768783
- Firm CRD
- 106289