Jason Beaver is a registered investment advisor at J Beaver Investment Advisors INC, based in El Paso, TX, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 240 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JBIA charges fees quarterly based on the value of your investments. The annual percentage will not exceed 2.00% and is negotiable. Clients can have fees deducted from their accounts or pay by check. There are no refunds once services are rendered, but prepaid fees will be returned on a prorated basis if the agreement is terminated.
Location
200 Bartlett, Suite 107, El Paso, TX, 79912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J Beaver Investment Advisors INC
Previous Registrations
Guerra Investment Advisors
State Registrations2 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.