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Managing Member, CCO · Centerpiece Wealth Advisor

Jason G. Baer

CRD 5392411 · Named on Form ADV at one SEC-registered adviser

At a glance

Centerpiece Wealth Advisor, an SEC-registered wealth manager based in Greenwood Village, CO with $139 million in regulatory assets, lists Jason G. Baer on its Form ADV as Managing Member, CCO, a control person.

Firms and roles

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.