Jason M. Weaver
Jason M. Weaver
Financial Advisor
Managing Partner
Jason Weaver co-founded Weaver Consulting Group based on a realization that advice is everywhere. And what clients 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. The practice catered to the specific needs of pre-retired and retirees. He gained success early in his career, quickly ranking among the top 1% of over 11,000 advisors. He also earned a seat on the Chairman’s Advisory Council. In 2016, he was one of the top 400 financial advisors in the U.S. by Financial Times. From 2019 to present, Jason has been recognized on the Forbes Best-In-State Advisors 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
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)