Jessica Weaver is a CFP-designated registered investment advisor at The Wealth Boutique, based in Chester, NJ, with 16 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 287 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Location
245 Main Street, Suite 205, Chester, NJ, 07930
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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
Jessica is involved in several business activities, including life coaching, real estate rental, authoring books, and running Money Ministries. She also has business entities for tax/investment purposes, including one for receiving insurance-related income, and another for media/marketing.
Employment History
Current Registrations
The Wealth Boutique
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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.