Jason Michael Weaver
Investment adviser representative at Weaver Consulting Group, LLC
21 yearsExperience
2 statesRegistered in
$1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Weaver Consulting Group, LLCMay 2017 to now
- Purshe Kaplan Sterling Investments, IncMay 2017 to now
- Ameriprise Financial Services, Inc.Sep 2005 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Weaver Consulting Group, LLC
$1BAssets managed
1,114Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2809696
- Firm CRD
- 287895