Jeffrey S. Beyer

PALADIN RETIREMENT ADVISORS

NEWTOWN, PA 18940

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CRD#: 5731082

Professional summary

Jeffrey Scott Beyer Jr., who also goes by Jeff Beyer Jr, Jeffrey Scott Beyer Jr, Jeffrey Scott Beyer Jr, Jeffrey Scott Beyer, is a registered financial advisor currently at PALADIN RETIREMENT ADVISORS located in Newtown, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Beyer Jr | Jeffrey Scott Beyer Jr | Jeffrey Scott Beyer Jr | Jeffrey Scott Beyer

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.) Jeffrey Beyer, Sole Proprietor; INVESTMENT-RELATED; NEWTOWN, PA ; INSURANCE SALES AND SERVICE; Insurance Agent; 10/2009; 20 HOURS PER MONTH; 20 HOURS PER MONTH during securities trading hours; SALES OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Beyer Jr.'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

February 11, 2025 - Present

PALADIN RETIREMENT ADVISORS

Office #1: 532 Durham Rd Ste 101, Newtown, PA 18940

RIA

CRD#: 333662

NEWTOWN, PA

Past

February 28, 2019 - October 1, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Newton, PA

Past

January 20, 2017 - March 1, 2019

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Newtown, PA

Past

January 20, 2017 - March 1, 2019

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Newtown, PA

Past

March 6, 2014 - December 31, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

NEWTON, PA

Past

March 6, 2014 - December 31, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

NEWTON, PA

Past

November 30, 2009 - March 7, 2014

BCG SECURITIES, INC.

RIA

CRD#: 70

NEWTOWN, PA

Past

November 11, 2009 - March 7, 2014

BCG SECURITIES, INC.

CRD#: 70

NEWTOWN, PA

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

Pennsylvania
(2/11/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/10/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PALADIN RETIREMENT ADVISORS

JSBJ ENTERPRISES, INC. | PALADIN RETIREMENT ADVISORS LLC | PALADIN RETIREMENT ADVISORS

CRD#: 333662 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/11/2025 Approved)

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Contact information

Main Address

532 Durham Rd Ste 101, Newtown, PA 18940

Mailing Address

Phone number

(215) 860-3101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

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Jeffrey S. Beyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Beyer Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BCG SECURITIES, INC.

BCG SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2009

Series 63

Date: 11/21/2009

SIE

Date: 10/1/2018

Series 6

Date: 11/10/2009

Current Firm

PALADIN RETIREMENT ADVISORS

Contact information

Documents

Red Flags

Company Information

PALADIN RETIREMENT ADVISORS

TRUST BUT VERIFY

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