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Financial Advisors: Jason Baver

Jason Baver

Jason Baver

First Vice President
Financial Advisor- RJFS

Service Area: Bucks, Lehigh, Monroe and Northampton Counties in PA
Main Office: Lafayette Ambassador Bank, Cityline Corporate Center, 2005 City Line Road, Suite 200, Bethlehem, PA 18017
Phone: 610-332-7152
Other Information: Sales Assistant, Tracy Carmer, 610-332-7153

Financial Guidance

  • Asset Allocation
  • Retirement Planning
  • Education Planning
  • Insurances and Annuities
  • Legacy Planning

Investment Choices

  • Stocks
  • Mutual Funds & ETFs
  • Fixed & Variable Annuities
  • Traditional, Roth & Simple IRAs
  • Corporate & Municipal Bonds
  • Government Securities
  • Long Term Care and Life Insurance

Your Rights as a Client

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Investment Consulting Process

Step 1: Determine Financial Objectives

The investment process begins with a comprehensive analysis of your present financial resources, liabilities, and objectives (both short and long term). Additionally I will assist you in articulating the level of risk at which you are comfortable.

Step 2: Developing a Plan

The key to creating your customized investment plan is my disciplined approach to the process of incorporating investment products that are suitable to your unique financial goals and objectives. My process encompasses your investment time horizon, risk tolerance, and tax considerations in the overall plan design.

Step 3: Implementation

It is important that you understand and are comfortable with all aspects of the investment plan. We will then move forward by implementing my specific recommendations.

Step 4: Tracking Performance

A key to a prudent financial plan is to make certain that your portfolio account stays on track after my recommendations have been implemented. I will closely monitor the performance of your portfolio account. We will meet on a regular basis to discuss the performance of your investments and determine if any adjustments are needed.

The above mentioned is a financial advisor with, and offers securities through, Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, (not affiliated with Fulton Financial Advisors or the Financial Institution) and are not insured by the FDIC or any other government agency or bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.