MJB Wealth Management Group
610 Old Lancaster Road
Bryn Mawr, PA 19010
Focus
- Financial plans
- Asset allocation
- Retirement income strategies
- Risk Management
- Insurance Solutions
- Education Savings
- Legacy planning
Experience
- B. Riley Wealth Management, since 2020
- 21 years in industry
Education
- Cabrini University
Biography
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.