Advisor at J Beaver Investment Advisors Inc
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Firm
J Beaver Investment Advisors Inc
Location
El Paso, TX 79912
Credentials
Series 65
Industry experience
19 years
Jason Beaver is the sole advisor at J Beaver Investment Advisors Inc in El Paso, TX, holding a Series 65 designation with 19 years of industry experience. He has worked at The Ruben E. Guerra Company, LLC since 2006 and founded his own firm in 2020. J Beaver Investment Advisors serves a diverse client base including individual clients, foundations, trusts, corporate accounts, and pension or profit-sharing plans. The firm provides fee-for-service financial planning and investment advice, utilizing model-driven investment management with options for discretionary or non-discretionary services, and offers specialized pension consulting and qualified plan subaccount analysis.
Based on J Beaver Investment Advisors Inc
Fixed fees for planning services are negotiable and available.
up to 2.00% annually (negotiable; example given at 1.5% annually)
Hourly fees usually range from $200 to $400 per hour, negotiated rate.
Fee-only: Fees are negotiable and may vary; annual percentage fees up to 2.00%, example 1.5% annually, calculated quarterly in arrears.
200 Bartlett, Suite 107
El Paso, TX 79912
New Mexico · Texas
J Beaver Investment Advisors
2020 - Present (6 years)
The Ruben E. Guerra Company, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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