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JB

Jason T. Beaver

J BEAVER INVESTMENT ADVISORS
El Paso, TX 79912
Some features on this profile are disabled
CRD#: 5205193
JB

Professional summary

Jason Thomas Beaver is a registered financial advisor currently at J BEAVER INVESTMENT ADVISORS INC located in El Paso, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Jason Thomas Beaver's CRS (Customer Relationship Summary).

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

Current

June 12, 2020 - Present

J BEAVER INVESTMENT ADVISORS INC

Office #1: 200 Bartlett Suite 107, El Paso, TX 79912
RIA
CRD#: 309157
El Paso, TX
Past

August 16, 2006 - November 25, 2020

GUERRA INVESTMENT ADVISORS

RIA
CRD#: 110564
EL PASO, TX

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Mexico
(5/25/2022)
IAR
Texas
(6/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2006
Uniform Investment Adviser Law Examination

Current Firm

JB
J BEAVER INVESTMENT ADVISORS INC
J BEAVER INVESTMENT ADVISORS | J BEAVER INVESTMENT ADVISORS INC

CRD#: 309157 / SEC#:

New Mexico
Registered Investment Advisory firm - (5/25/2022 Approved)
Texas
Registered Investment Advisory firm - (6/12/2020 Approved)
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Contact information

Main Address
200 Bartlett Suite 107, El Paso, TX 79912
Mailing Address
Phone number
(915) 995-0600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts251
AUM (Assets Under Management)$ 62,000,000

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

J BEAVER INVESTMENT ADVISORS INC

CRD#: 309157El Paso, TX 79912

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