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Jason M. Weaver

Jason M. Weaver

Financial Advisor
Managing Partner

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.

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)