Jacob Anthony Weber
Investment adviser representative at Waverly Advisors, LLC
12 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 yearsFirm in business
Are you Jacob Anthony Weber? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Waverly Advisors, LLCOct 2024 to now
- 9258 Wealth ManagementJul 2024 to Oct 2024
- University of CincinnatiJan 2022 to May 2024
- Potbelly Sandwich ShopAug 2016 to Dec 2022
- Fairmont High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 8034092
- Firm CRD
- 115332