Jason P. Weaver

B.O.S.S. RETIREMENT ADVISORS

Meridian, ID 83646

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CRD#: 4601342

Professional summary

Jason Patrick Weaver is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Meridian, Idaho.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 24 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.

Co-Owner and President of DELux Energy, Inc., a non-investment related electrical business located in Boise, ID. Activity began in 2007 and represents less than ten hours per month generally outside of market trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Weaver's CRS (Customer Relationship Summary).

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

September 9, 2024 - Present

B.O.S.S. RETIREMENT ADVISORS, LLC

Office #1: 2501 E State Ave., Meridian, ID 83646

RIA

CRD#: 171143

Meridian, ID

Past

December 4, 2008 - November 30, 2009

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

FRESNO, CA

Past

December 4, 2008 - November 30, 2009

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

November 20, 2007 - September 18, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

SANTA BARBARA, CA

Past

November 19, 2007 - September 18, 2008

LPL FINANCIAL LLC

CRD#: 6413

SANTA BARBARA, CA

Past

May 11, 2005 - October 25, 2007

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SANTA BARBARA, CA

Past

February 11, 2005 - October 25, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SANTA BARBARA, CA

Past

May 24, 2004 - January 13, 2005

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

January 2, 2003 - June 2, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(9/9/2024)

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 66

Date: 5/2/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2008

General Securities Principal Examination

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3400 N Ashton Blvd Suite 190, Lehi, UT 84043

Mailing Address

Phone number

(801) 990-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	11,886
AUM (Assets Under Management)	$ 1,060,864,881

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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Advisor Monitoring

Firm Stability Insights

Jason P. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Weaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CITICORP INVESTMENT SERVICES

EDWARD JONES

Primary Firm SEC Registration

B.O.S.S. RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2005

Series 63

Date: 1/3/2003

Series 7

Date: 12/30/2002

Series 24

Date: 2/4/2008

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B.O.S.S. RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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