Jason Philip Weier
Investment adviser representative at Raymond James & Associates, Inc.
16 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Raymond James & Associates, Inc.Oct 2025 to now
- Cetera Investment Advisers LLCSep 2025 to Oct 2025
- Cetera Wealth Services, LLCSep 2025 to Oct 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesDec 2022 to Sep 2025
- Avantax Advisory ServicesNov 2022 to Sep 2025
- Avantax Investment Services, Inc.Nov 2022 to Sep 2025
- Avantax Insurance Agency, LLCNov 2022 to Dec 2022
- Simplicity LifeDec 2020 to Oct 2025
- LPL Financial, LLCOct 2020 to Nov 2022
- Advisor's Pride Inc.Sep 2020 to Nov 2022
- Cetera Investment Advisers, LLCFeb 2018 to Oct 2020
- Maurer InsuranceDec 2017 to Oct 2025
- Cetera Financial Specialists, LLCDec 2017 to Oct 2020
- Cetera Investment Advisers, LLCDec 2017 to Dec 2017
- Jason P Weier Financial Services, LLCApr 2015 to Oct 2025
- Country Capital Management CompanySep 2009 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 5378116
- Firm CRD
- 705