CRD: 309157
J Beaver Investment Advisors INC
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2020
- Office Locations
- 1
Office Locations
About J Beaver Investment Advisors INC
J Beaver Investment Advisors is an El Paso, TX-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial and investment planning, portfolio construction, insurance, and estate planning. Portfolios are built primarily with ETFs (and mutual funds as needed) using active-management and asset-allocation approaches, with custody support including TD Ameritrade and Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
JASON THOMAS BEAVER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5205193
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $28,000,000 | -- |
| Total | $73,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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