Jason Weis
Investment adviser representative at Advisory Services Network
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Advisory Services Network, LLCDec 2025 to now
- Charles Schwab & Co., Inc.Aug 2024 to Nov 2025
- Charles Schwab Bank, SsbAug 2024 to Nov 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2024
- Fidelity InvestmentsNov 2007 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 5470279
- Firm CRD
- 146051