Weaver Consulting Group is a family business led by CRPC-Certified Advisors, Jason and Travis Weaver. Our advisors offer 20+ years of experience creating customized solutions for every kind of retirement dream , from early retirement to unretirement and every phase of the market cycle
Jason Weaver
CRPC AWMA CMFC
Jason Weaver is the Managing Partner and Co-Founder of Weaver Consulting Group, a nationally recognized advisory firm managing over $1 billion in assets. With nearly three decades in the financial services industry, Jason built his practice on a singular belief: while advice is everywhere, what truly matters is who it comes from. Clients need more than strategies they need a trusted partner who leads with clarity, accountability, and heart. Jason began his career with Ameriprise Financial Advisors, where he spent 20 years crafting a client experience tailored to the unique needs of pre-retirees and retirees. His leadership and performance quickly set him apart, placing him in the top 1% of over 11,000 advisors and earning him a place on the prestigious Chairman's Advisory Council. In 2016, he was named one of the top 400 financial advisors in the U.S. by Financial Times, and since 2019, he has been a perennial honoree on the Forbes Best-In-State Advisors list.
Whether mentoring teens through his Levels self-development program or guiding clients toward long-term success, Jason is driven by a core belief: when people feel understood, they make better decisions and better decisions lead to better lives.
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | Purshe Kaplan Sterling |
| Name of Custodial Firm: | Fidelity Investments |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
| Advisory Services Provided: | Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
| Investment Types: | Alternative Investments, Mutual Funds, Bonds, Stocks |
| Can meet clients in the following ways: | Your Office, Video Conference, Your Home, Our Office, Phone |
Firm Information |
| Firm's Number of Clients: | 965 |
| Firm's Number of Planning Clients: | 500 |
| Firm's Number of Managed Clients: | 965 |
| Assets Managed by Firm: | 1,000,000,000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Disclosures |
| https://weaverconsultinggroup.com/disclosure/ |
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Additional Detailed Disclosures |
Disclaimer |
| Weaver or the Firm ) is an SEC registered investment adviser located in the State of California. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Weavers registration status, please consult the SECs Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Information Weavers website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Weavers website on the internet should not be construed by any consumer and/or prospective client as Weavers solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Weaver. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 6:00 PM |
| Tue. | 8:00 AM - 6:00 PM |
| Wed. | 8:00 AM - 6:00 PM |
| Thu. | 8:00 AM - 6:00 PM |
| Fri. | 8:00 AM - 6:00 PM |
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