Jason Bear has been Owner/CCO of Compass Wealth Management since December 2019, is a control person of the firm and directly owns 75% or more of it. Jason Bear holds a B.A. in Economics and US History from the University of Michigan.
Compass Wealth Management LLC is a Guilford, CT firm with $683M under management, 375 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Jason Bear is President of Compass Wealth Management. He is responsible for managing client portfolios and works directly with clients on their goals. Before joining Compass, he worked for The Royal Bank of Scotland and Mizuho Securities USA on the Debt Capital Markets team, advising CFOs and Treasurers.
- – present · 10 yearsGuilford, CT · Adviser representative · Firm CRD 106289
Investment adviser representative registrations
Jason Bear is registered as an investment adviser representative in Connecticut, since December 2015.
- ConnecticutSince 15 December 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 79 | Investment Banking Registered Representative Examination | 21 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 2010 |
| Series 7 | General Securities Representative Examination | 19 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason W Bear
- CRD
- 5768783
- Firm
- Compass Wealth Management · CRD 106289
- Role
- Owner/CCO
- Office
- 10 WATER STREET, Guilford, CT 06437
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compasswealthmanagement.com
Where does Jason Bear work?
Jason Bear has been Owner/CCO of Compass Wealth Management LLC since December 2019, and is a control person of the firm.
Is Jason Bear a financial advisor?
Yes. Jason Bear has a current investment-adviser registration in Connecticut, through Compass Wealth Management since December 2015.
How many years of experience does Jason Bear have?
Jason Bear has 10 years in the financial industry, since December 2015, across 1 adviser firm.
What exams has Jason Bear passed?
Jason Bear has passed 3 licensing exams: the Series 7, Series 63 and Series 79. The earliest, the Series 7, was passed in July 2010. FINRA credited Jason Bear with the SIE, which began in October 2018.
Where is Jason Bear based?
Jason Bear’s registered office is in Guilford, CT.
Is Jason Bear registered with FINRA?
No. Jason Bear has no current broker registration.
How can I verify Jason Bear’s record?
Search CRD 5768783 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Bear’s full registration record.