Jason Bozard is a registered investment advisor, based in Virginia Beach, VA, with 15 years of industry experience.
Location
277 Bendix Rd., Ste 500, Virginia Beach, VA, 23452
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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 →Other Business ActivitiesSells Insurance
Jason is an IAR affiliate with CIRA and operates Frieden Wealth Management, both full-time roles. He also works as an insurance agent for various independent insurance companies (about a quarter of his time), is the HOA treasurer for Parkside Green (a few hours per week), coaches youth athletics (about a quarter of his time), and owns real estate (minimal time).
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations7 states
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