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JW

Jason P. Weaver

JONESTRADING
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 4730583
JW

Professional summary

Jason Price Weaver is a registered financial professional currently at JONESTRADING located in Boston, Massachusetts.

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"?
No

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: 155 Federal Street Suite 1002, Boston, MA 02110
BD
CRD#: 6888
BOSTON, MA
Past

July 17, 2023 - January 25, 2024

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

March 9, 2022 - July 3, 2023

COMPASS POINT RESEARCH & TRADING, LLC

BD
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

BD
CRD#: 126258
Brentwood, TN
Past

August 30, 2016 - June 11, 2018

WEDBUSH SECURITIES INC.

BD
CRD#: 877
New York, NY
Past

April 20, 2015 - June 29, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
Nashville, TN
Past

July 2, 2014 - April 20, 2015

STERNE, AGEE & LEACH, INC.

BD
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.

BD
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

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings

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

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
California
(1/24/2024)
RR
Colorado
(1/25/2024)
RR
Connecticut
(1/24/2024)
RR
Florida
(1/25/2024)
RR
Hawaii
(1/25/2024)
RR
New Jersey
(1/24/2024)
RR
New York
(1/26/2024)
RR
South Carolina
(1/30/2024)
RR
Tennessee
(1/24/2024)
RR
Texas
(1/25/2024)
RR
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
RR
Series 63
Date: 8/9/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 6/11/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 5/20/2010
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 4/23/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 55
Date: 1/17/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/21/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/23/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

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

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

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JONES & ASSOCIATES, INC.HOLDING COMPANY
BELL, JEREMY DAVIDCCO4498676
CHMIELEWSKI, STEVEN ANDREWDIRECTOR2066307
COHEN, SHLOMODIRECTOR2877188
COOK, BURKE MCCLAINCORPORATE SECRETARY / LEGAL COUNSEL4863190
HILL, ALAN FINBARCEO / DIRECTOR5182098
KIRSCH, WILLIAM TANNERDIRECTOR5428522
LEVEEN, JEFFREY EARLE JRDIRECTOR2919172
MICSKY, JEFFREY ADIRECTOR4820920
ONEIL, TIMOTHY DAWSONEXECUTIVE CHAIRMAN2355507
TESORO, ANTHONY JAMESDIRECTOR
TESORO, PHILLIP JAMESDIRECTOR2009378
WONG, JEFFREY RYANFINANCIAL AND OPERATIONS PRINCIPAL4428807

Disclosures

Regulatory Event9

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.

Company Information

JONESTRADING

CRD#: 6888Boston, MA 02110

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