Jason Baum
Managing Director, Private Wealth Management @Capital Wealth Advisors
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WORK HISTORY
Managing Director, Private Wealth Management @Capital Wealth Advisors
Naples, FL, US
As the Managing Director of Private Wealth Management, Jason is devoted to assisting his clients in achieving their goals through comprehensive wealth management. Utilizing a collaborative approach, he provides integrative planning strategies that include portfolio management, retirement planning, estate planning, and risk management.
EDUCATION
William Howard Taft University
Master of Business Administration (MBA), Business Administration and Management, General
SKILLS
ABOUT JASON BAUM
My goal has always been to do what I love and, in the process, be able to assist and educate others while doing so. I have a genuine passion for helping others to improve their financial well-being and as a result lead more fulfilling lives. Any personal success comes only as the result of the success of my clients; my dedication to them is through continual learning and research and a proactive approach deeply rooted in common sense.\"Each of us has been put on earth with the ability to do something well. We cheat ourselves and the world if we don\'t use that ability as best we can.\"- George Allen Sr, Virginia state senator and a trial attorney.CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice.The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.
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