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Scott Weaber

14 Years of Experience
Austin, TX
Broker

Scott Weaber is a registered investment advisor at J.P. Morgan Securities LLC, based in Austin, TX, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3267 Bee Caves Road Fl 1, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott works as a part-time rideshare driver for Lyft on the weekends. This takes minimal time and is unrelated to his role at JPMC.

Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2023 - Present · 3 yrs 4 mos
J.P. Morgan Securities LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
November 2020 - September 2021 · 10 mos
Steward Partners Investment Advisory, LLC
November 2020 - August 2021 · 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - December 2020 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLC
January 2011 - December 2020 · 9 yrs 11 mos
Wells Fargo Investments, LLCBroker
September 2010 - January 2011 · 4 mos
Wells Fargo Investments, LLC
September 2010 - January 2011 · 4 mos
Wells Fargo Investments, LLCBroker
January 2010 - July 2010 · 6 mos
Fidelity Brokerage Services LLCBroker
November 2008 - December 2008 · 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scott Weaber - Financial Advisor | TrueAdvisor