Jason F. Weyant

PROFUNDS DISTRIBUTORS

Bethesda, MD 20814-6527

Some features on this profile are disabled

CRD#: 3040552

Professional summary

Jason Francis Weyant is a registered financial professional currently at PROFUNDS DISTRIBUTORS, INC. located in Bethesda, Maryland.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Francis Weyant'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®

None

Experience

Current

January 19, 2011 - Present

PROFUNDS DISTRIBUTORS, INC.

Office #1: 7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527

CRD#: 19541

Bethesda, MD

Past

April 2, 2010 - January 13, 2011

GOLDMAN SACHS CUSTODY SOLUTIONS

CRD#: 48015

MCLEAN, VA

Past

November 26, 2007 - July 1, 2008

WELLS FARGO SECURITIES, LLC

CRD#: 126292

BALTIMORE, MD

Past

June 15, 2007 - December 14, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

HUNT VALLEY, MD

Past

December 8, 2006 - November 26, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

HUNT VALLEY, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Maryland
(1/3/2017)

Virginia
(1/19/2011)

Exams

State Security Law Exam

IAR

Series 66

Date: 6/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PROFUNDS DISTRIBUTORS, INC.

CONCORD FINANCIAL GROUP, INC. | PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541 / SEC#: , 8-37601

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527

Mailing Address

7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527

Phone number

(240) 497-6400

Established

Delaware since 12/22/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
PROFUND ADVISORS LLC	SOLE SHAREHOLDER	109585
COHEN, STEVEN BRIAN	PRESIDENT	2737221
FRYE, VICTOR MORSE	CHIEF COMPLIANCE OFFICER	1253717
MORONEY, NOELLE	FINOP/TREASURER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONAL OFFICER	6582471
MORRIS, RICHARD FRANCIS	CHIEF LEGAL OFFICER	5097044

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason F. Weyant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Francis Weyant's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

GOLDMAN SACHS CUSTODY SOLUTIONS

WELLS FARGO SECURITIES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/14/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2006

FINRA

Current Firm

PROFUNDS DISTRIBUTORS, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PROFUNDS DISTRIBUTORS, INC.

TRUST BUT VERIFY

Similar Advisors