Advisor at Paladin Retirement Advisors
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Firm
Paladin Retirement Advisors
Location
Newtown, PA 18940
Credentials
Series 63, Series 65
Industry experience
15 years
Jeffrey Beyer Jr. is a financial advisor at Paladin Retirement Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and USA Financial Securities Corporation. In addition to his advisory work, he is also licensed to sell fixed insurance products. Paladin Retirement Advisors focuses on retirement plans and plan sponsors, providing both asset management and financial planning services. The firm offers ERISA fiduciary roles, investment policy development, and participant education, with a distinctive emphasis on pension consulting through both 3(21) and 3(38) plan services.
Based on Paladin Retirement Advisors
Based on Paladin Retirement Advisors
Up to $1,500 for financial planning
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.50% annually
Insurance products commissions received by registered representatives (conflict of interest disclosed)
Account minimum: $25,000
532 Durham Rd, Ste 101
Newtown, PA 18940
Pennsylvania
Paladin Insurance Advisors
2026 - Present (1 year)
JSBJ Enterprises, Inc. dba Paladin Retirement Advisors
2024 - Present (2 years)
AE Wealth Management, LLC
2019 - 2024 (5 years)
USA Financial Securities Corporation
2017 - 2019 (2 years)
USA Financial Securities Corporation
2017 - 2019 (2 years)
United Planners' Financial Services Of America
2014 - 2016 (2 years)
United Planners' Financial Services Of America
2014 - 2016 (2 years)
Jeffrey Beyer, Sole Proprietor
2009 - Present (17 years)
JSBJ Enterprises, Inc.
2009 - Present (17 years)
Jeffrey Beyer Rental Properties
2003 - 2023 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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Series 65, Series 66
Doylestown, PA
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Series 63, Series 65
Langhorne, PA
City Investment Advisors, Inc.
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