Jessica C. Weaver
THE WEALTH BOUTIQUE
CHESTER, NJ 07930
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CRD#: 5564098
Professional summary
Jessica Claire Weaver, CFP®, who also goes by Jessica Claire Foran, is a registered financial advisor currently at THE WEALTH BOUTIQUE located in Chester, New Jersey.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jessica has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Claire Foran
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Claire Weaver'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®
CFP®
Start date: 2012
Experience
Current
April 6, 2022 - Present
THE WEALTH BOUTIQUE
Office #1: 32 Collis Lane Suite A, Chester, NJ 07930RIA
CRD#: 317291
CHESTER, NJ
Past
November 30, 2020 - May 13, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHESTER, NJ
Past
November 30, 2020 - May 13, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
CHESTER, NJ
Past
November 3, 2014 - December 8, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
CHESTER, NJ
Past
October 31, 2014 - December 8, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CHESTER, NJ
Past
August 27, 2010 - November 10, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENBROOK, NJ
Past
July 24, 2009 - November 10, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENBROOK, NJ
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".
TW
THE WEALTH BOUTIQUE
ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC
CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Alabama
Registered Investment Advisory firm - (4/29/2024 Terminated)Colorado
Registered Investment Advisory firm - (4/30/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (5/15/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/29/2024 Terminated)South Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)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
Indiana(3/22/2023)
IAR
New Jersey(4/6/2022)
IAR
South Carolina(4/18/2023)
IAR
Virginia(11/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/13/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TW
THE WEALTH BOUTIQUE
ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC
CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Alabama
Registered Investment Advisory firm - (4/29/2024 Terminated)Colorado
Registered Investment Advisory firm - (4/30/2024 Terminated)Indiana
Registered Investment Advisory firm - (4/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (5/15/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/29/2024 Terminated)South Carolina
Registered Investment Advisory firm - (4/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2024 Terminated)PREMIUM
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Contact information
Main Address
32 Collis Lane Suite A, Chester, NJ 07930
Mailing Address
Phone number
(908) 955-0077
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 802 |
| AUM (Assets Under Management) | $ 120,806,478 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
