Jason Baer
Jason Baer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Bethel Park, PA, with 28 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2000 Oxford Drive, Suite 605, Bethel Park, PA, 15102
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Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Jason is a board member of the Dormont - Mt. Lebanon - Castle Shannon Rotary Club, a service club. This requires a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.Broker
Advest, INC.Broker
Arthurs, Lestrange & Company IncorporatedBroker
Vtr Capital, INC.Broker
State Registrations32 states
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.