W. Jason Beard

W. Jason Beard

Senior Vice President, Investments


  • Financial plans
  • Asset allocation
  • Retirement income strategies
  • Risk Management
  • Insurance Solutions
  • Education Savings
  • Legacy planning


  • B. Riley Wealth Management, since 2020
  • 21 years in industry


  • Cabrini University


Over a 20-year career as a financial advisor, Jason Beard's mission has been to provide each client with the best possible service, advice and planning. Jason enjoys working closely with his clients to understand their financial challenges and to design investment plans that efficiently work toward expectations and goals. Investment strategies address a wide range of goals, such as education planning, asset allocation, retirement income and legacy planning.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.