Jason Baum

from Cwa Asset Management Group
SEC regulated
Regulated Investment Advisor
Jason Baum is a financial advisor based in Florida, Naples, with 17 years of experience. Jason currently works for Cwa Asset Management Group. Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Baum works at Cwa Asset Management Group
Cwa Asset Management Group is a financial advisory firm based in Naples, Florida. It currently has approximately $2,087,022,910 of assets under management and employs about 47 people. Cwa Asset Management Group uses a fee structure of a percentage of assets under your management, fixed fees and financial planning fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, fixed fees and financial planning fees
Office location
9130 Galleria Court, Third Floor, Naples, Florida, 34109

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