JW
JW

Jason Joseph Weber

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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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 · 4 yrs 6 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 2 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
Exams
No exam information available for this advisor.