Jason Weber
Jason Weber is a registered investment advisor at Osaic Wealth, INC., based in Los Angeles, CA, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
52320 Pacific Concourse Drive, Suite 200, Los Angeles, CA, 90045
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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 the owner of Weber Financial Services since 2000, dedicating minimal time, and also sells insurance. He is also the owner of Weber Financial Strategies, a registered investment advisor, spending about half his time meeting with clients, reviewing accounts, and monitoring money managers. Jason is also a consultant for Weber Financial Services, Inc., spending a few hours per week consulting and administering qualified retirement plans.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sentra Securities CORP
Sentra Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations9 states
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