Skip to content

Jessica Claire Weaver

Investment adviser representative at The Wealth Boutique
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$120.8MFirm assets

Are you Jessica Claire Weaver? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. The Wealth BoutiqueMar 2023 to now
  2. Women's Wealth BoutiqueJan 2022 to now
  3. N/a - AuthorMar 2019 to now
  4. Not Your Father's AdvisorJan 2019 to now
  5. LPL Financial, LLCNov 2020 to May 2022
  6. Strong Retirement ClubApr 2018 to Oct 2020
  7. New Jersey Collaborative Law GroupOct 2016 to Dec 2017
  8. Foran Financial GroupJan 2016 to Jun 2021
  9. Women's Wealth AdvisorsJan 2016 to Nov 2020
  10. Raymond James Financial Services Advisors Inc.Nov 2014 to Oct 2020
  11. Raymond James Financial Services, Inc.Oct 2014 to Oct 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 4 states (IN, NJ, SC, VA).

The Wealth Boutique

Legal name: Women's Wealth Advisor

$120.8MAssets managed
317Clients
8Advisers
2 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
5564098
Firm CRD
317291
Advisor's SEC record (opens in a new tab)
CallContact this firm