Jake
Weber
Woodbury Financial Services, Inc
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About this Advisor
Jake Weber is a financial advisor working in Williamsport, Pennsylvania with a total of 2 years of relevant experience. Weber currently works for Woodbury Financial Services, Inc. Over the course of their career, Weber has held roles at Moff And Associates, Members Choice Financial Credit Union, Whitenight'S Farm And Greenhouse, University Of Pittsburgh and Woodbury Financial Services Inc. Weber has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Woodbury Financial Services, Inc is a firm operating out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 employees. It controls $19 billion in total assets across its 101,950 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets. Woodbury Financial Services, Inc provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which service is provided. Fee types charged by Woodbury Financial Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jake Weber Work History
Jake has been registered as a financial advisor for 2 years.*
Moff And Associates
Woodbury Financial Services Inc
University Of Pittsburgh
Members Choice Financial Credit Union
Whitenight'S Farm And Greenhouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Thibodaux, LA
Sparks, NV
Glenwood, IA
Claremont, NH
Germantown, TN
Green Bay, WI
Mount Joy, PA
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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