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
| Title | Owner/Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |