Jason P. Weaver

JONESTRADING

New York, NY 10013

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CRD#: 4730583

Professional summary

Jason Price Weaver is a registered financial professional currently at JONESTRADING located in New York, New York.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2007. Jason has worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 86, Series 87, Series 55, Series 7 and Series 24 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 Price 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

January 24, 2024 - Present

JONESTRADING

Office #1: 325 Hudson St 6th Floor, New York, NY, 10013

CRD#: 6888

New York, NY

Past

July 17, 2023 - January 25, 2024

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

March 9, 2022 - July 3, 2023

COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258

WASHINGTON, DC

Past

September 18, 2020 - February 28, 2022

LAFFER TENGLER INVESTMENTS, INC.

RIA

CRD#: 108068

BRENTWOOD, TN

Past

April 11, 2019 - March 17, 2020

COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258

Brentwood, TN

Past

August 30, 2016 - June 11, 2018

WEDBUSH SECURITIES INC.

CRD#: 877

New York, NY

Past

April 20, 2015 - June 29, 2016

CRT CAPITAL GROUP LLC

CRD#: 28830

Nashville, TN

Past

July 2, 2014 - April 20, 2015

STERNE, AGEE & LEACH, INC.

CRD#: 791

NASHVILLE, TN

Past

November 12, 2010 - December 17, 2012

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

NASHVILLE, TN

Past

April 12, 2010 - December 17, 2012

STERNE, AGEE & LEACH, INC.

CRD#: 791

NASHVILLE, TN

Past

August 5, 2009 - April 5, 2010

H B SCONYERS AND COMPANY, LLC

RIA

CRD#: 142678

FRANKLIN, TN

Past

June 22, 2007 - December 3, 2008

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

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

California
(1/24/2024)

Colorado
(1/25/2024)

Connecticut
(1/24/2024)

Florida
(1/25/2024)

Hawaii
(1/25/2024)

New Jersey
(1/24/2024)

New York
(1/26/2024)

South Carolina
(1/30/2024)

Tennessee
(1/24/2024)

Texas
(1/25/2024)

Utah
(1/24/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 5/20/2010

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 4/23/2010

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 55

Date: 1/17/2008

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/21/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/2024

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

JONESTRADING

JONES & ASSOCIATES, INC. | JONESTRADING INSTITUTIONAL SERVICES LLC | JONESTRADING | JONES INSTITUTIONAL TRADING SERVICES, INC.

CRD#: 6888 / SEC#: , 8-26089

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

555 Saint Charles Drive Suite #200, Thousand Oaks, CA 91360

Mailing Address

555 Saint Charles Drive, Thousand Oaks, CA 91360

Phone number

(818) 991-5500

Established

Delaware since 08/15/2001

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JONES & ASSOCIATES, INC.	HOLDING COMPANY
BELL, JEREMY DAVID	CCO	4498676
CHMIELEWSKI, STEVEN ANDREW	DIRECTOR	2066307
COHEN, SHLOMO	DIRECTOR	2877188
COOK, BURKE MCCLAIN	CORPORATE SECRETARY / LEGAL COUNSEL	4863190
HILL, ALAN FINBAR	CEO / DIRECTOR	5182098
KIRSCH, WILLIAM TANNER	DIRECTOR	5428522
LEVEEN, JEFFREY EARLE JR	DIRECTOR	2919172
MICSKY, JEFFREY A	DIRECTOR	4820920
ONEIL, TIMOTHY DAWSON	EXECUTIVE CHAIRMAN	2355507
TESORO, ANTHONY JAMES	DIRECTOR
TESORO, PHILLIP JAMES	DIRECTOR	2009378
WONG, JEFFREY RYAN	FINANCIAL AND OPERATIONS PRINCIPAL	4428807

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.

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Firm Stability Insights

Jason P. Weaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

JANNEY MONTGOMERY SCOTT LLC

COMPASS POINT RESEARCH & TRADING, LLC

LAFFER TENGLER INVESTMENTS, INC.

COMPASS POINT RESEARCH & TRADING, LLC

WEDBUSH SECURITIES INC.

CRT CAPITAL GROUP LLC

STERNE, AGEE & LEACH, INC.

INTL ADVISORY CONSULTANTS INC.

STERNE, AGEE & LEACH, INC.

H B SCONYERS AND COMPANY, LLC

UBS SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2009

Series 63

Date: 8/9/2007

Series 57TO

Date: 1/2/2023

SIE

Date: 6/11/2018

Series 86

Date: 5/20/2010

Series 87

Date: 4/23/2010

Series 55

Date: 1/17/2008

Series 7

Date: 6/21/2007

Series 24

Date: 8/23/2024

FINRA

Nasdaq Stock Market

Current Firm

JONESTRADING

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

JONESTRADING

TRUST BUT VERIFY

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