JW
Jason S. Weiss
BYRNE FINANCIAL FREEDOM
Franklin, MA 02038
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CRD#: 5759562
JW
Professional summary
Jason Scott Weiss, who also goes by Jason S Weiss, Jason Weiss, is a registered financial advisor currently at BYRNE FINANCIAL FREEDOM, LLC located in Franklin, Massachusetts and LPL FINANCIAL LLC located in Franklin, Massachusetts.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason S Weiss | Jason Weiss
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. 12/9/2016 - BYRNE FINANCIAL FREEDOM - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/9/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 1/3/2017 - Liberty Life Assurance Co. Of Boston - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/21/2016 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 8/8/2017 - First American Insurance Underwriters - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/31/2017 - 4 Hours Per Month/2 Hours During Securities Trading. 4. 10/2/2017 - Byrne Financial Freedom, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/09/2016 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Byrne Financial Freedom LLC, an independent investment advisor firm. I started this business activity in 12/09/2016. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5. 1/5/2022 - Affinity Wealth Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 1/4/2022 - 160 Hours Per Month/160 Hours During Securities Trading - ADV fees and brokerage commissions. 6. 09/12/2023 - GWH Holdings LLC - Not Investment Related - Medway, MA - Business Entity For Tax/Investment Purposes Only - Start Date 01/11/2021- 1 Hours Per Month 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Weiss'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
December 12, 2016 - Present
BYRNE FINANCIAL FREEDOM, LLC
Office #1: 11 East Street, Franklin, MA 02038RIA
CRD#: 167893
Franklin, MA
Current
December 9, 2016 - Present
LPL FINANCIAL LLC
Office #1: 11 East St., Franklin, MA 02038-2110RIA
BD
CRD#: 6413
Franklin, MA
Past
November 4, 2013 - December 14, 2016
SANTANDER SECURITIES LLC
RIA
CRD#: 41791
FOXBORO, MA
Past
September 19, 2012 - December 14, 2016
SANTANDER SECURITIES LLC
BD
CRD#: 41791
FOXBORO, MA
Past
March 19, 2010 - September 19, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
WEST NEWTON, MA
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".
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 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.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(12/9/2016)
RR
Connecticut(8/30/2019)
RR
Florida(12/9/2016)
RR
Maine(12/9/2016)
RR
Massachusetts(12/9/2016)
IAR
Massachusetts(12/12/2016)
RR
New Hampshire(9/3/2020)
RR
New Jersey(1/17/2020)
RR
Pennsylvania(12/9/2016)
RR
Rhode Island(12/9/2016)
RR
Texas(4/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11 East Street, Franklin, MA 02038
Mailing Address
Phone number
(508) 528-9366
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,657 |
| AUM (Assets Under Management) | $ 435,738,200 |
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
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893Franklin, MA 02038TRUST BUT VERIFY
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