JB
JB

Jason Bednar

18 Years of Experience
Brookfield, WI
Broker

Jason Bednar is a registered investment advisor at Piper Sandler & CO., based in Brookfield, WI, with 18 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 20 clients with $1.3B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
IM Fee
Planning only
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Brookfield, WI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Piper Sandler & CO.
May 2022 - Present · 4 yrs 5 mos
Piper Sandler & CO.
February 2020 - Present · 6 yrs 8 mos
Piper Sandler & CO.Broker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Piper Sandler & CO.
January 2021 - December 2021 · 11 mos
Piper Sandler & CO.
February 2020 - December 2020 · 10 mos
Robert W. Baird & CO. Incorporated
November 2008 - February 2020 · 11 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
September 2008 - February 2020 · 11 yrs 5 mos
State Registrations2 states
MNWI
AdvisorBroker

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.
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