Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Weber is a financial advisor with Raymond James Financial Services Advisors, Inc. based in York, Pennsylvania. Jason has over 25 years of experience in the financial industry, starting their career in 1997. Jason has been with Raymond James since 2018. Before that, Jason worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and ING FINANCIAL PARTNERS, INC. Jason offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Jason is registered in 26 states as an investment advisor and broker-dealer.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
07/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
PA
02/18/2011 - 01/29/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (YORK PA)
PA
01/01/2004 - 02/18/2011
ING FINANCIAL PARTNERS, INC. (YORK PA)
IA
07/22/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 02/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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