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Jason W Bear

Owner/CcoCompass Wealth Management LLCCRD 5768783

About Jason W Bear

Jason W Bear is listed as Owner/Cco at Compass Wealth Management LLC in Guilford, CT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Compass Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason W Bear work?

Jason W Bear is listed as Owner/Cco at Compass Wealth Management LLC on SEC Form ADV.

How much of Compass Wealth Management LLC does Jason W Bear own?

Form ADV reports a beneficial ownership band of Over 75%.

Compass Wealth Management LLC

TitleOwner/Cco
OwnershipOver 75%
Control personYes
Since2019