J Beaver Investment Advisors Inc
- Regulatory AUM
- $73.0M
- Discretionary
- $45.0M
- Clients
- 240
- Avg AUM / client
- $304K
- Accounts
- 279
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $24.0M | 32.9% |
| High net worth individuals | 15 | $21.0M | 28.8% |
| Pension and profit sharing plans | 7 | $28.0M | 38.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hope Leasing 401(k) Plan Hope Leasing | 2024 | |
| Rudolph Chevrolet, Llc 401(k) Plan Rudolph Chevrolet, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Thomas Beaver | Registered representative | Jun 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hope Leasing 401(k) Plan | Hope Leasing | 179 | $7.4M | 01/01/2024 |
| Rudolph Chevrolet, Llc 401(k) Plan | Rudolph Chevrolet, Llc | 255 | $8.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗