Jason M. Weaver
Jason M. Weaver
Financial Advisor
Managing Partner
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.
Education:
University of California San Diego, Bachelor’s Degree in History, with an emphasis in Law & Society
Professional Designations and Licenses:
Chartered Retirement Planning Counselor, CRPC
Accredited Asset Management Specialist, AAMS
Chartered Mutual Fund Consultant, CMFC
California Insurance #0B97115 (Life, Health, Disability, and Long Term Care)
First of all, Jason Weaver co-founded Weaver Consulting Group based on a realization that advice is everywhere. Therefore, Clients need to work with a consultant that offers unbiased and personalized advice. Specifically advice that comes from someone who truly cares about them and their family. Secondly, Jason has 20 years of experience.
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, was one of the top 400 financial advisors in the US by Financial Times. Also he on the Forbes Best In State Advisors list for 2019. Additionally, Jason is honored to be on that list.
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. Education: University of California San Diego, Bachelor’s Degree in History, with an emphasis in Law & Society Finally, Jason has Professional Designations and Licenses: Chartered Retirement Planning Counselor, CRPC Accredited Asset Management Specialist, AAMS Chartered Mutual Fund Consultant, CMFC California Insurance #0B97115 (Life, Health, Disability, and Long Term Care)