Jason Baer
Centerpiece Wealth Advisor · Greenwood Village, Colorado
Jason Baer is a fee-only financial advisor at Centerpiece Wealth Advisor in Greenwood Village, Colorado. Centerpiece Wealth Advisor reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Centerpiece Wealth Advisor |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $138.6M across 312 accounts |
| SEC registration | Investment adviser representative in CO, NC, TX · CRD 5392411 |
| Exams passed | Series 63 (2009) · Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | centerpiecewealthadvisors.smartvault.com/secure/signin.aspx?returnurl=/users/secure/home.aspx |
How Jason's firm compares
- Centerpiece Wealth Advisor's average account is about $444,000, from its Form ADV (assets managed divided by 312 accounts).
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Questions about Jason
Is Jason Baer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Centerpiece Wealth Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Centerpiece Wealth Advisor, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Baer based?
Jason Baer is based in Greenwood Village, Colorado.
Is Jason Baer registered with the SEC?
Yes. Jason Baer is registered as an investment adviser representative in CO, NC and TX (CRD 5392411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centerpiece Wealth Advisor manage?
Centerpiece Wealth Advisor reports $138.6M across 312 accounts in assets under management.
How do I contact Jason Baer?
Through Jason's website, centerpiecewealthadvisors.smartvault.com/secure/signin.aspx?returnurl=/users/secure/home.aspx.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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