Jason Weaver Recognized in Forbes Best-In-State Wealth Advisers 2019
Forbes
Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized in the Forbes Best-In-State Wealth Advisors List for 2019. 
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 to be considered. Neither SHOOK Research or Forbes Media, LLC receive a fee in exchange for these rankings. To view the full list of recognized advisers, click here.
Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere. Jason believes clients want a consultant that offers unbiased and personalized advice. from someone who cares about them and their family. Formerly of Ameriprise Financial Advisers, Jason devoted 20 years developing a thriving practice. The practice catered to the specific needs of pre-retired and retirees. He gained tremendous success early in his career, quickly ranking among the top 1% of over 11,000 advisers. He earned a seat on the Chairman’s Advisory Council. In 2016, Jason was one of the top 400 financial advisers in the US by Financial Times.
“I am truly honored and grateful to make such a distinguished list like Forbes. Especially as so many loyal clients moved to our new firm less than 2 years ago,” says Jason Weaver.
Weaver Consulting Group is family-run business led by CRPC-Certified Advisors. 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. We individualize every relationship to create a community of confident, informed, and inspired retirees.
Weaver Consulting Group did not make any solicitation payments to any of the award sponsors for this nomination or qualify for the award. 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 excluded portfolio performance. This is because variations in client objectives and minimal audited data. Also, advisors on this list must have at least seven years’ experience for the nomination.
Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere, and what clients really need is to work with a consultant that offers unbiased and personalized advice from someone who truly cares about them and their family.
Formerly of Ameriprise Financial Advisors, Jason devoted 20 years developing a thriving practice that catered to the specific needs of pre-retired and retirees. He gained tremendous success early in his career, quickly ranking among the top 1% of over 11,000 advisors and earning a seat on the Chairman’s Advisory Council. In 2016, he was named as one of the top 400 financial advisors in the US by Financial Times.
Jason comes from a family of financial advisors and is truly passionate about providing the right advice to each client.
Jason currently lives in Huntington Beach, along with his wife Shannon and two children, Colin & Haley.
We work to bring humanity back to retirement planning. You’ll find that an appointment at our office feels more like a visit, as we genuinely care about our clients, and are proud to call them our friends.
At Weaver Consulting Group, we know you work hard and deserve the life you want. Whether that’s relaxing, reconnecting, traveling, or transforming your life – you’ve earned it. All you need is a financial partner who truly listens and has the expertise to prepare you for what’s next.
Weaver Consulting Group’s Mission: