JW
Jason J. Weber
SILVER GROVE ADVISORY SERVICES
Orchard Park, NY 14127
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CRD#: 5522878
JW
Professional summary
Jason Joseph Weber, who also goes by Jason J Weber, is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in Orchard Park, New York and LPL FINANCIAL LLC located in Orchard Park, New York.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason J Weber
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. 1/28/2013: OTHER-LEGAL SHIELD - JASON WEBER - SALES ASSOCIATE FOR LEGAL SHIELD. SALES OF OFFERED PRODUCTS BY LEGAL SHIELD, INCLUDING IDENTITY THEFT PROTECTION AND PRE-PAID LEGAL PRODUCTS PRIMARILY OFFERED TO BUSINESSES AS A VOLUNTARY GROUP BENEFIT. THIS IS NOT SECURITIES RELATED. - TIME SPENT 5%. 2. 03/06/2013 - Silver Grove Financial Group, Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 05/14/2014 - JNR Property Holdings, LLC. - INV REL - Real Estate Rental - 5% TIE SPENT - Two Multi Unit Buildings. No renters or are customers of LPL or any other B/D or RIA. 4. 05/19/2014 - Silver Grove Financial Group, Inc. - INV REL - Non-Variable Insurance - 5% TIME SPENT - New York State Licensed Personal Lines Property & Casualty Agent. Selling and servicing of personal lines property and casualty insurance. 5. 10/27/2017 - Silver Grove Financial Group, Inc. - Investment Related - At Reported Business Location(s) & Williamsville, NY - Real Estate Rental - Start Date 11/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 6/14/2018 - Silver Grove Financial Group, Inc. - DBA: (Hybrid) Silver Grove Advisory Services, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2017 - 80 Hours Per Month/80 Hours During Trading - I provide investment advisory services through Silver Grove Financial Group, Inc., an investment advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 3/3/2020 - No Business Name - Investment Related - At Reported Business Location(s) & Memphis, TN 38111 - Real Estate Rental - Started 02/18/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 7/10/2020 - No Business Name - Investment Related - Home Based & Memphis, TN 38128 - Real Estate Rental - Started 06/26/2020 - 1 Hour Per Month During Securities Trading. 9. 1/8/2021 - No Business Name - Investment Related - Memphis, TN 38127 - Real Estate Rental - Start Date: 12/23/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 10. 9/16/2021 - No Business Name - Investment Related - Memphis TN 38109 - Real Estate Rental - Started 11/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 11. 11/29/2021 - No Business Name - Investment Related - Cordova TN 38016 - Real Estate Rental - Start Date: 11/23/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 12/16/2021 - JNR Sterling LLC - Investment Related - 6635 Boston State Road Hamburg NY 14075 - Real Estate Rental - Start Date: 12/14/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 13. 10/04/2023 - Sterling Tax & Accounting LLC - Tax Prep/Accounting/CPA - Owner/ Operator - Investment Related - At Reported Business Location(s) - Start Date 08/21/2023 - 10 Hours Per Month/ 1 Hour During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Joseph Weber'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®
NoneExperience
Current
August 12, 2021 - Present
SILVER GROVE ADVISORY SERVICES
Office #1: 400 Sterling Drive, Orchard Park, NY 14127RIA
CRD#: 287512
Orchard Park, NY
Current
December 19, 2012 - Present
LPL FINANCIAL LLC
Office #1: 400 Sterling Drive, Orchard Park, NY 14127RIA
BD
CRD#: 6413
Orchard Park, NY
Past
March 30, 2009 - December 21, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WILLIAMSVILLE, NY
Past
December 2, 2008 - March 31, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WILLIAMSVILLE, NY
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".
SG
SILVER GROVE ADVISORY SERVICES
SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES
CRD#: 287512 / SEC#: 801-110045
RIA
Registered Investment Advisory firm - (3/9/2017 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.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
Arizona(3/28/2014)
RR
Colorado(3/6/2018)
RR
Florida(8/31/2021)
RR
Maryland(8/16/2013)
RR
New York(12/19/2012)
IAR
New York(8/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SG
SILVER GROVE ADVISORY SERVICES
SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES
CRD#: 287512 / SEC#: 801-110045
RIA
Registered Investment Advisory firm - (3/9/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Sterling Drive, Orchard Park, NY 14127
Mailing Address
Phone number
(716) 800-4291
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,582 |
| AUM (Assets Under Management) | $ 326,596,386 |
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
SILVER GROVE ADVISORY SERVICES
CRD#: 287512Orchard Park, NY 14127TRUST BUT VERIFY
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