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Jason Weber

Silver Grove Advisory Services
17 Years of Experience
Orchard Park, NY
BrokerSells Insurance
View SEC Summary
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Jason Weber is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 17 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

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

400 Sterling Drive, Orchard Park, NY, 14127

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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 ActivitiesSells Insurance

Jason is a sales associate for Legal Shield, selling identity theft protection and pre-paid legal products, and a New York State licensed personal lines property & casualty agent. He also provides investment advisory services through Silver Grove Financial Group, dedicating about half of his time to this activity, and owns multiple rental real estate properties and Sterling Tax & Accounting LLC.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Metlife Securities INC.Broker
March 2009 - December 2012 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
December 2008 - March 2009 · 3 mos
State Registrations5 states
AZCOFLMDNY
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.
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