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532 Durham Rd Ste 101, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-11 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Newtown | PA | 03/2014 | 12/2016 |
| Jeffrey Beyer Rental Properties | Washington Crossing | PA | 01/2003 | 03/2023 |
| Usa Financial Securities Corporation | Ada | MI | 01/2017 | 03/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2019 | 10/2024 |
| Jeffrey Beyer, Sole Proprietor | Newtown | PA | 10/2009 | Present |
| Usa Financial Securities Corporation | Ada | MI | 01/2017 | 03/2019 |
| United Planners' Financial Services Of America | Newtown | PA | 03/2014 | 12/2016 |
| Jsbj Enterprises, Inc. | Newtown | PA | 10/2009 | Present |
| Jsbj Enterprises, Inc. Dba Paladin Retirement Advisors | Newtown | PA | 11/2024 | Present |
| Paladin Insurance Advisors | Washington Crossing | PA | 02/2026 | Present |
1.) Jeffrey Beyer, Sole Proprietor; INVESTMENT-RELATED; NEWTOWN, PA ; INSURANCE SALES AND SERVICE; Insurance Agent; 10/2009; 20 HOURS PER MONTH; 20 HOURS PER MONTH during securities trading hours; SALES OF FIXED INSURANCE PRODUCTS 2.)Paladin Insurance Advisors; INVESTMENT-RELATED; NEWTOWN, PA ; INSURANCE SALES AND SERVICE; Insurance Agent; 02/2026; 20 HOURS PER MONTH; 20 HOURS PER MONTH during securities trading hours; SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-21 |
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