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Jason Patrick Weaver

B.o.s.s. Retirement Advisors, LLC

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About Jason Patrick Weaver

Jason Weaver is a financial advisor registered with the state of Idaho. Jason is affiliated with B.o.s.s. Retirement Advisors, LLC and B.O.S.S. RETIREMENT SOLUTIONS, LLC. Jason has been in the financial services industry for over 20 years. He is a Certified Financial Planner™ and holds Series 7, 24 and 66 securities licenses. Jason specializes in providing financial planning and investment advice to individuals and high-net-worth clients. Jason is also the co-owner and president of DELux Energy, Inc. an electrical business located in Boise, ID.

Firm Information

Jason Weaver is currently registered with B.o.s.s. Retirement Advisors, LLC. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor headquartered in Lehi, UT. The firm provides financial planning, selection of other advisors, and has approximately $763,971,695 in regulatory assets under management. The firm primarily serves individuals and high-net-worth individuals, with over 6,200 accounts.
B.o.s.s. Retirement Advisors, LLC

3400 N ASHTON BLVD

LEHI, UT 84043

$763.97M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Jason Weaver’s Registration & Firm History

ID

09/09/2024 - Present

B.o.s.s. Retirement Advisors, LLC (Meridian ID)

CA

12/04/2008 - 11/30/2009

SCF SECURITIES, INC. (SAN DIEGO CA)

CA

11/19/2007 - 09/18/2008

LPL FINANCIAL CORPORATION (SANTA BARBARA CA)

CA

02/11/2005 - 10/25/2007

FIDELITY BROKERAGE SERVICES LLC (SANTA BARBARA CA)

NY

05/24/2004 - 01/13/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MO

01/02/2003 - 06/02/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2008

Series 24 - General Securities Principal Examination

BC

Issued 12/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Patrick Weaver.
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