Jared Weber

RMR WEALTH BUILDERS

Westport, CT 06880

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CRD#: 5333487

Professional summary

Jared Weber is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Westport, Connecticut.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jared has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

1) Name of Business: Jared Weber; Not Investment related; Address:500 Post Road East, 2nd Floor Suite 234 Westport, CT 06880; Nature of Business: Sell life, disability, long term care and property & casualty insurance through various insurance companies; Position/Title/Relationship: Agent. Start Date: 2007; Hours per month: 1; Hours per month during Securities trading hours: 100%; Duties/Responsibilities: Agent selling insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Weber'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

July 10, 2018 - Present

RMR WEALTH BUILDERS, INC.

Office #1: 500 Post Road East 3rd Floor, Westport, CT 06880

RIA

CRD#: 169005

Westport, CT

Past

June 12, 2018 - July 26, 2018

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Westport, CT

Past

June 12, 2018 - January 2, 2023

CALTON & ASSOCIATES, INC.

CRD#: 20999

Westport, CT

Past

March 9, 2017 - June 14, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WESTPORT, CT

Past

February 28, 2017 - June 14, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

WESTPORT, CT

Past

July 2, 2014 - February 14, 2017

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

WESTPORT, CT

Past

June 20, 2014 - February 14, 2017

PARK AVENUE SECURITIES LLC

CRD#: 46173

WESTPORT, CT

Past

August 23, 2011 - June 19, 2014

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

TRUMBULL, CT

Past

August 18, 2011 - June 19, 2014

ONEAMERICA SECURITIES, INC.

CRD#: 4173

TRUMBULL, CT

Past

July 13, 2007 - August 31, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

STAMFORD, CT

Past

June 7, 2007 - August 31, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

STAMFORD, CT

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".

RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.

CRD#: 169005 / SEC#: 801-80404

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

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

Connecticut
(7/26/2018)

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: 6/16/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/30/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/6/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.

CRD#: 169005 / SEC#: 801-80404

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

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Contact information

Main Address

111 Grove Street Suite 203, Montclair, NJ 07042

Mailing Address

Phone number

(201) 836-2460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (9/25/2025)

RMR WEALTH BUILDERS, INC. ADV BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	4,428
AUM (Assets Under Management)	$ 2,199,565,329

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

Jared Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2007

Series 63

Date: 6/11/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/30/2014

Series 6

Date: 6/6/2007

Current Firm

RMR WEALTH BUILDERS, INC.

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH BUILDERS, INC.

TRUST BUT VERIFY

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