Jason Beaird, financial advisor Brentwood TN

Jason Beaird

CRD Number: 4008402
Current Firm: Wealth Enhancement Advisory Services, LLC

Jason Beaird (CRD# 4008402) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Brentwood, TN and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Brentwood, TN Jun 2022 - Current 1
Wealth Enhancement Advisory Services Brentwood, TN Jun 2022 - Current 1
Kings Point Capital Management LLC Brentwood, TN Aug 2014 - Jun 2022 7
Unemployed Franklin, TN May 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Jason D. Beaird
Phone Number: 763-417-1700
Registered State(s):
  • LA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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