Disclosures & Information

Weaver Consulting Group, LLC

(“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 Weaver’s registration status, please consult the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Information

Weaver’s 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 Weaver’s website on the internet should not be construed by any consumer and/or prospective client as Weaver’s 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.

Content

No portion of any content on this website is to be interpreted as a testimonial or endorsement of Weaver’s investment advisory services and it is not known whether any clients referenced herein approve of Weaver or its services; nor should it be assumed that any references to Weaver’s clients are representative of all of Weaver’s clients’ experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results.

Investing in the stock market involves gains and losses and may not be suitable for all investors. Weaver does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Weaver’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Mentions

This website mentions that Jason Weaver on the FT Top Financial Advisors list for 2016 (“FT 400”), published by the Financial Times (“FT”). To develop the list, FT contacted the largest US brokerages to ask for practice information and data for their top advisers across the US. FT requested information on advisers with more than 10 years’ experience and that had more than $300m in assets under management, which resulted in a list of approximately 800 advisors. FT then requested advisers from this group to complete a questionnaire providing information about their practices, to supplement the FT own research. In narrowing down the list to 400 advisors, FT graded advisors based on the following criteria: (1) assets under management (“AUM”); (2) AUM growth rate; years of experience, compliance record, industry certifications, inline accessibility.

Assets under management accounted for an average of 66 percent of each adviser’s score. Additionally, the FT places a cap on the number of advisers from any one state that roughly corresponds to the distribution of millionaires across the US. Jason Weaver’s inclusion on the FT 400 is not indicative of the Firm’s future performance. Jason Weaver’s receipt of the award may not be representative of any one client’s experience because its receipt of the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients.

Jason listed in Forbes Best-In-State advisors list for 2024. SHOOK Research bases the rankings on an algorithm with quantitative and qualitative criteria. This includes revenue trends, client retention data, community involvement, industry experience and in-person interviews. The criteria did exclude portfolio performance. This is because variations in client objectives and minimal audited data. Advisors on this list must have a minimum of seven years’ experience for consideration. Neither SHOOK Research or Forbes Media, LLC receive a fee in exchange for these rankings.

Access

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
For additional information about Weaver and its advisory business, please consult the Firm’s Form ADV Disclosure Brochure, which is available upon request or which may be accessed on the SEC’s Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Fidelity

Fidelity Investments is an independent company, unaffiliated with Weaver Consulting Group. Fidelity Investments is a service provider to Weaver Consulting Group. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Weaver Consulting Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.