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Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2020

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 2020, his second year in a row.

 

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. In 2019 and 2020, Jason was listed on the Forbes, Best-In-State Wealth advisors (click here to view 2020 list).

 


“Making the Forbes list is truly an honor that I owe to my trusted clients.  As I reflect on the past few years since starting Weaver Consulting group, I am the happiest I’ve ever been in my 23 year career, as an advisor.” – Jason Weaver

 

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.

 

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.