Jason Weier
Jason Weier is a registered investment advisor at Raymond James & Associates, INC., based in Appleton, WI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
259 South Nicolet Road, Appleton, WI, 54914
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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 sells insurance products through Avantax Insurance Agency and Maurer Insurance, and is an agent for Simplicity Life, offering various life insurance policies. He is also part owner of Abel Lake Properties LLC, vacant hunting land, and a member of Jason P Weier Financial Services LLC, dedicating full-time hours to financial services offered through Avantax, and is the author of a book on retirement.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Gateway Wealth Partners, LLC
Advisors' Pride INC.
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Country Capital Management CompanyBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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