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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Weszka is a financial advisor with Commonwealth Financial Network. Jason has been in the industry since 2012 and has a broad range of experience in securities and investment advisory services. Jason is registered with the Securities and Exchange Commission as an investment advisor representative and is also registered with the state of Maryland as an investment advisor representative and a broker. Jason's experience and expertise are focused on providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
1
2
MD
11/10/2016 - Present
Commonwealth Financial Network (Columbia MD)
MD
09/21/2012 - 10/28/2016
MML INVESTORS SERVICES, LLC (Columbia MD)
BC
Issued 06/25/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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