Jason Weaver
Jason Weaver is a registered investment advisor at Weaver Consulting Group, LLC, based in Huntington Beach, CA, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,088 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weaver Consulting Group charges an annual fee based on the amount of your portfolio. This fee generally ranges from 0.15% to 1.5%, depending on the size and composition of your portfolio, the complexity of services, your risk tolerance, and the type of services rendered. The fee is calculated monthly, based on the average daily balance of your account.
Location
101 Main Street, Suite 220, Huntington Beach, CA, 92648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a financial advisor and managing partner at Weaver Consulting Group, LLC, dedicating nearly full-time hours to this role. He also works as an agent at PKS Financial, providing investment and insurance advice, and spends minimal time as a financial advisor at Purshe Kaplan Sterling. Jason owns multiple rental real estate properties, but outsources the management.
Employment History
Current Registrations
Weaver Consulting Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.