Jason E. Abruzere

WEYHILL INVESTMENT COUNSEL

Bethlehem, PA

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CRD#: 4121049

Professional summary

Jason Eugene Abruzere is a registered financial advisor currently at WEYHILL INVESTMENT COUNSEL, LLC located in Bethlehem, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 4 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.

WEYHILL CAPITAL, LLC, INVESTMENT RELATED, 391 BRIDGETOWN PIKE, LANGHORNE, PA 19053, CONSULTING AND MARKETING FIRM TO ALTERNATIVE ASSET MANAGERS, MANAGING DIRECTOR AND PARTNER, 07/2014, 5 HRS/MONTH DEVOTED TO THIS BUSINESS OF WHICH 5 HRS ARE DURING SECURITIES TRADING HOURS. CONSULTING SERVICES TO LINGERFELT COMMONWEALTH PARTNERS FOR THE DEVELOPMENT AND DISTRIBUTION OF THE LINGERFELT COMMONWEALTH INCOME FUND, LLC. WEYHILL DISTRIBUTION PARTNERS, LLC, NON-INVESTMENT RELATED, 391 BRIDGETOWN PIKE, LANGHORNE, PA 19053, A PASS-THROUGH ENTITY AND MAJORITY OWNED BY WEYHILL CAPITAL AND ONE OTHER MINORITY PARTNER - NO SERVICES OFFERED THROUGH THIS ENTITY, PARTNER, 05/2014, 0 HRS/MONTH DEVOTED TO THIS BUSINESS OF WHICH 0 HRS ARE DURING SECURITIES TRADING HOURS. ABRUZERE PROPERTIES, LLC, NON-INVESTMENT RELATED, 292 WIDMER AVE, LOWER BURRELL, PA 15068, REAL ESTATE REHABILITATION AND REDEVELOPMENT COMPANY, MANAGING PARTNER, 12/2006, 1 HR/MONTH OF WHICH 0 HRS ARE DURING SECURITIES TRADING HOURS, IDENTIFY PROPERTIES TO BUY AND CONSTRUCTION MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Eugene Abruzere'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

July 23, 2004 - Present

WEYHILL INVESTMENT COUNSEL, LLC

RIA

CRD#: 130765

Bethlehem, PA

Past

March 5, 2003 - February 23, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

March 5, 2003 - February 23, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 1, 2002 - November 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SOMERSET, NJ

Past

May 1, 2000 - November 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

January 21, 2000 - February 15, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 21, 2000 - February 15, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/19/2015)

IAR

New Jersey
(2/9/2016)

IAR

Pennsylvania
(7/23/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/20/2000

Registered Options Principal Examination

Current Firm

WEYHILL INVESTMENT COUNSEL, LLC

ABRUZERE WEALTH MANAGEMENT, LLC | WEYHILL INVESTMENT COUNSEL, LLC | WEHILL INVESTMENT COUNSEL, LLC

CRD#: 130765 / SEC#:

Florida

Registered Investment Advisory firm - (8/19/2015 Approved)

New Jersey

Registered Investment Advisory firm - (2/9/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/23/2004 Approved)

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Contact information

Main Address

Bethlehem, PA

Mailing Address

Phone number

(610) 537-5555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 35,080,325

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.

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Jason E. Abruzere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Eugene Abruzere's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2002

Series 63

Date: 5/15/2000

Series 7

Date: 1/20/2000

Series 4

Date: 9/20/2000

Current Firm

WEYHILL INVESTMENT COUNSEL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEYHILL INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

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