Jason Bear

Chief Executive Officer at Compass Wealth Management LLC (Connecticut)

Consumer Services

Finance

Profile

Mr. Jason W.
Bear, CFA, is a President at Compass Wealth Management LLC (Connecticut).
Mr. Bear worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team.
He is a University of Michigan graduate with a B.A.
in economics and US history.

Jason Bear active positions

Companies	Position	Start
Compass Wealth Management LLC (Connecticut) Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations.	Chief Executive Officer	30/09/2015

All active positions of Jason Bear

Training of Jason Bear

University of Michigan

Undergraduate Degree

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Connections

100 +

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Linked companies

Private companies	1
Compass Wealth Management LLC (Connecticut) Compass Wealth Management LLC (Connecticut) Investment ManagersFinance Compass Wealth Management LLC (Compass) is an independent, SEC-registered investment advisor headquartered in Guilford, Connecticut. The firm was founded in 1997 by William Matthes and Carolyn Matthes. Compass provides investment advisory services that include listed and over-the-counter securities, corporate, municipal and government bonds such as agencies, mortgaged backed securities, certificates of deposit and exchange traded/index funds to individuals, pension and profit-sharing plans, or charitable organizations.	Finance