TrueAdvisor
TrueAdvisor
JB
JB

Jason M Bednar

Piper Sandler & CO.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Piper Sandler & CO.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2 clients
Average Client Portfolio
$992.5M average
Assets Under Management
$2.0B

Location

800 Nicollet Mall, Main Office, Minneapolis, MN, 55402

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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 · 3 yrs 9 mos
Piper Sandler & CO.
February 2020 - Present · 6 yrs
Piper Sandler & CO.Broker
February 2020 - Present · 6 yrs
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
Exams
No exam information available for this advisor.