JB
JB

Jason Baver

33 Years of Experience
Bethleham, PA
1 DisclosureBrokerSells Insurance

Jason Baver is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethleham, PA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2005 City Line Road, Suite 200, Bethleham, PA, 18017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016
Denied
Other Business ActivitiesSells Insurance

Jason manages rental real estate property and works as a bank associate for Fulton Bank, dedicating about half of his time to each. He also works for Fulton Financial Advisors and is an agent for Specific Solutions, selling life insurance and providing related services, which takes a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
January 2004 - June 2008 · 4 yrs 5 mos
Primevest Financial Services, INC.Broker
September 2002 - June 2008 · 5 yrs 9 mos
Pruco Securities CorporationBroker
September 2001 - September 2002 · 1 yr
American General Securities IncorporatedBroker
May 2001 - August 2001 · 3 mos
Pruco Securities CorporationBroker
July 1992 - December 2000 · 8 yrs 5 mos
State Registrations20 states
CODEFLGAINKSMAMDNCNJNVNYOHOKPASCTNTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.