JW
Jason M. Weaver
WEAVER CONSULTING GROUP
Huntington Beach, CA 92648
Some features on this profile are disabled
CRD#: 2809696
JW
Professional summary
Jason Michael Weaver is a registered financial advisor currently at WEAVER CONSULTING GROUP, LLC located in Huntington Beach, California and PURSHE KAPLAN STERLING INVESTMENTS located in Huntington Beach, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Weaver Consulting Group, LLC. Investment Related. 101 Main Street, Suite 220, Huntington Beach, CA 92648. Financial Advice. Financial Advisor/Managing Partner. 05/2017. 35 Hrs/Wk; 15 Hrs/Wk During Trading Hours. Owner, Partner, and Financial Advisor. 2. PKS Financial. Investment Related. 80 State St, Albany, NY 12207. Insurance. Agent. 05/2017. 5 Hrs/Mo; 1 Hr/Mo During Trading Hours. Investment Advice, Insurance Advice, and Recommendations. 3. Purshe Kaplan Sterling. Investment related. 101 Main Street, Suite 220, Huntington Beach, CA 92648. Broker. Financial Advisor. 05/2017. 6 Hrs/Mo; 3 Hrs/Mo During Trading Hours. Percentage of total yearly compensation expected to be derived from the business: 7. 4. Fourplex. Not investment-related. Located at 3402 Cantabrian, Killeen, TX. Rental Real Estate. Owner. Start: 02/2005. 0 hrs/month; 0 trading hrs/month; Receive active income, management is outsourced. 5. Duplexes. Not investment-related. Located at 3003-3053 S Brandywine, Wichita, KS. Rental Real Estate. Owner. Start: 12/2005. 0 hrs/month; 0 trading hrs/month; Receive active income, management is outsourced. 6. Fourplex. Not investment-related. Located at 104 Roycroft, Long Beach, CA. Rental Real Estate. Owner. Start: 11/2022. 0 hrs/month; 0 trading hrs/month; Receive active income, management is outsourced.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Weaver's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 16, 2017 - Present
WEAVER CONSULTING GROUP, LLC
Office #1: 101 Main Street Suite 220, Huntington Beach, CA 92648RIA
CRD#: 287895
Huntington Beach, CA
Current
May 16, 2017 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 101 Main Street Suite 220, Huntington Beach, CA 92648BD
CRD#: 35747
Huntington Beach, CA
Past
December 15, 1997 - May 16, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HUNTINGTON BEACH, CA
Past
November 20, 1996 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 20, 1996 - May 16, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HUNTINGTON BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WEAVER CONSULTING GROUP, LLC
HILLMAN ADVISORS, LLC | WEAVER CONSULTING GROUP, LLC
CRD#: 287895 / SEC#: 801-110466
RIA
Registered Investment Advisory firm - (5/12/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/19/2017)
RR
California(5/16/2017)
IAR
California(5/16/2017)
RR
Florida(5/18/2017)
RR
Nevada(5/16/2017)
RR
North Carolina(9/5/2023)
RR
South Carolina(8/8/2019)
IAR
Texas(5/16/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WC
WEAVER CONSULTING GROUP, LLC
HILLMAN ADVISORS, LLC | WEAVER CONSULTING GROUP, LLC
CRD#: 287895 / SEC#: 801-110466
RIA
Registered Investment Advisory firm - (5/12/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Main Street Suite 220, Huntington Beach, CA 92648
Mailing Address
Phone number
(714) 536-4065
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,570 |
| AUM (Assets Under Management) | $ 892,892,590 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
