JG
Jason Glenn Baer
CRD 5392411
Firms
| Firm | Role | As of |
|---|---|---|
| Centerpiece Wealth Advisor L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Centerpiece Wealth Advisor L.L.C.
Managing Member, Cco · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗