Broker Check
Jason Bayuk, CFP®

Jason Bayuk, CFP®

Financial Planner, Financial Services Executive, Investment Advisor Representative

Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning.

Jason is part of a team of financial professionals that provides strategic advice that is integrated, comprehensive, and customized for each client. Each member contributes specialized perspectives and expertise. Together they strive to preserve and grow each client’s wealth while helping them make the best long-term decisions through a portfolio management process based on disciplined planning and analysis of their overall financial situation. They also develop income and asset protection strategies utilizing life insurance, disability income insurance, and long-term care insurance.

Barnum Premier Client Group’s approach to wealth management begins with a thorough understanding of each client – where they are now and where they want to be. They offer advice, guidance, and ongoing service tailored to each client. They also provide information and knowledge that helps each client make informed financial decisions with confidence.

Jason is a well-respected presenter delivering financial literacy programs at major corporations throughout the New York metropolitan area. He earned a Bachelor of Science degree in economics from New York University, then worked as a financial advisor at Morgan Stanley and as a reinsurance broker and risk analyst at Guy Carpenter, LLC.

Jason grew up in White Plains, New York where he was an avid basketball player. He currently lives in Manhattan and enjoys fishing and traveling.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

CA Insurance Lic # OL35605