Jason
Weier
Avantax Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Weier is a financial advisor who works in Manitowoc, Wisconsin, who has 1 year of industry experience. Weier currently works for Avantax Advisory Services. Throughout their career, they have worked at Country Capital Management Company, Cetera Financial Specialists, LLC, Cetera Investment Advisers, LLC, Jason P Weier Financial Services, LLC, Advisor'S Pride Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Avantax Investment Services, Inc, Simplicity Life, Avantax Insurance Agency And/Or Avantax Insurance Services, Jason P Weier Financial Services LLC, Lpl Financial, LLC and Maurer Insurance. Weier maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Avantax Advisory Services is a firm operating out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in total assets across its 123,393 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets. The business offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jason Weier Work History
Jason has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Simplicity Life
Maurer Insurance
Jason P Weier Financial Services LLC
Avantax Insurance Agency, LLC
Advisor'S Pride Inc
Lpl Financial, LLC
Cetera Investment Advisers, LLC
Cetera Financial Specialists, LLC
Cetera Investment Advisers, LLC
Jason P Weier Financial Services, LLC
Country Capital Management Company
*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 Jason Weier 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 Avantax Advisory Services
Wilmington, DE
Lawton, OK
Fort Worth, TX
Irving, TX
Lansdale, PA
Spring Hill, TN
Dallas, TX
Irving, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
