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JB

Jason M. Behrens

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CRD#: 2973550
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Michael Behrens was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1997. Jason had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 6, 2013 - September 19, 2016

AMERICAN BEACON ADVISORS, INC.

RIA
CRD#: 105552
IRVING, TX
Past

January 29, 2013 - July 29, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
IRVING, TX
Past

November 29, 2012 - December 13, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HOUSTON, TX
Past

November 29, 2012 - December 13, 2012

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

June 8, 2012 - July 11, 2012

PROSHARE ADVISORS LLC

RIA
CRD#: 134155
BETHESDA, MD
Past

April 23, 2012 - July 3, 2012

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

January 1, 2010 - April 2, 2012

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

July 8, 2005 - January 1, 2010

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

RIA
CRD#: 109264
HOUSTON, TX
Past

November 11, 2003 - April 2, 2012

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

September 10, 2003 - October 24, 2003

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI
Past

August 28, 2002 - October 6, 2003

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

July 6, 2000 - January 22, 2002

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

December 9, 1998 - June 28, 2000

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
CINCINNATI, OH
Past

December 10, 1997 - April 21, 1998

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AB
AMERICAN BEACON ADVISORS, INC.
AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT

CRD#: 105552 / SEC#: 801-29198

RIA
Registered Investment Advisory firm - (3/10/1987 Approved)
Montana
Registered Investment Advisory firm - (5/7/2004 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/7/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AB
AMERICAN BEACON ADVISORS, INC.
AMERICAN BEACON ADVISORS, INC. | AMR INVESTMENTS | AMR INVESTMENT SERVICES, INC | AMR INVESTMENT

CRD#: 105552 / SEC#: 801-29198

RIA
Registered Investment Advisory firm - (3/10/1987 Approved)
Montana
Registered Investment Advisory firm - (5/7/2004 Terminated)
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Contact information


Main Address
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500
Mailing Address
Phone number
(817) 391-6100
Established
Firm type
Fiscal year end
# of Employees
125

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

AMERICAN BEACON ADVISORS FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts65
AUM (Assets Under Management)$ 58,789,969,013

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN BEACON ADVISORS, INC.

CRD#: 105552

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