Jason J. Bass

CORDATUS WEALTH MANAGEMENT LLC

Yardley, PA 19067

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CRD#: 5227540

Professional summary

Jason John Bass, who also goes by Jason Bass, Jay Bass, is a registered financial advisor currently at CORDATUS WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania and PROSPERA FINANCIAL SERVICES, INC. located in Yardley, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jason has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Bass | Jay Bass

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.

1.) MR. BASS IS PART OF CORDATUS WEALTH MANAGEMENT (DBA) AN INDEPENDENT RIA. THIS IS AN INVESTMENT RELATED BUSINESS SPENDING 41-60% OF HIS WEEKLY TIME DURING MARKET HOURS. COMPENSATION IS 1-9% OF HIS ANNUAL INCOME. 2.) MR. BASS IS A BOARD MEMBER OF BUSINESS 2 BUSINESS ASSOC., LOCATED AT P.O. BOX 1594 LEVITTON, PA 19058. THIS BUSINESS IS NOT INVESTMENT RELATED. SPENDING 1-9% OF HIS WEEKLY TIME NONE DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 3.) MR. BASS IS A BOARD MEMEBER OF YMCA; LOCATED AT 601 S OXFORD VALLEY ROAD, FAIRLESS HILLS, PA 19030. THIS BUSINESS IS NOT INVESTMENT RELATED. SPENDING 1-9% OF HIS WEEKLY TIME NONE DURING MARKET HOURS. NO COMPENSATION AT THIS TIME. 4.) MEMBER OF CORDATUS WEALTH PROPERTIES LOCATED ATE 10 N STATE ST. NEWTOWN, PA 18940. THIS BUSINESS IS NOT INVESTMENT RELATED SPENDING 1-9% OF HIS TIME NON DURING MARKET HOURS. NO COMPENSATION AT THIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason John Bass's CRS (Customer Relationship Summary).

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

August 30, 2016 - Present

CORDATUS WEALTH MANAGEMENT LLC

Office #1: 95 S. Main Street, Yardley, PA 19067

RIA

CRD#: 282871

Yardley, PA

Current

June 17, 2016 - Present

PROSPERA FINANCIAL SERVICES, INC.

Office #1: 95 S Main St, Yardley, PA 19067

RIA

CRD#: 10740

Yardley, PA

Past

June 20, 2016 - February 3, 2017

PROSPERA FINANCIAL SERVICES, INC.

RIA

CRD#: 10740

DALLAS, TX

Past

September 17, 2010 - June 22, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

YARDLEY, PA

Past

July 13, 2009 - June 22, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

YARDLEY, PA

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".

CORDATUS WEALTH MANAGEMENT LLC

CAMBER WEALTH MANAGEMENT LLC | CORDATUS WEALTH MANAGEMENT LLC

CRD#: 282871 / SEC#: 801-107770

RIA

Registered Investment Advisory firm - (4/29/2016 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(6/17/2016)

Maryland
(1/2/2019)

New Jersey
(6/17/2016)

New York
(6/17/2016)

Pennsylvania
(6/17/2016)

IAR

Pennsylvania
(8/30/2016)

Virginia
(6/17/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/31/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CORDATUS WEALTH MANAGEMENT LLC

CAMBER WEALTH MANAGEMENT LLC | CORDATUS WEALTH MANAGEMENT LLC

CRD#: 282871 / SEC#: 801-107770

RIA

Registered Investment Advisory firm - (4/29/2016 Approved)

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Contact information

Main Address

95 S. Main Street, Yardley, PA 19067

Mailing Address

Phone number

(215) 579-5981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	907
AUM (Assets Under Management)	$ 525,591,407

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.

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Advisor Monitoring

Firm Stability Insights

Jason J. Bass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason John Bass's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERA FINANCIAL SERVICES, INC.

PROSPERA FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CORDATUS WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2010

Series 63

Date: 8/31/2010

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2009

FINRA

Current Firm

CORDATUS WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDATUS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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