DFX Intelligence

Data Factory

RIA / WealthAdvisor24 years in industry

JARED STUART WEINER

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04dae095-0aca-2e2a-2d80-71a63fd3b474

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Apr 12, 2004 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jared Stuart Weiner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PATHSTONE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 25, 2002
First registration: Apr 12, 2004
Dual registered: no
IAPD individual key: 4552394

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	Sep 22, 2023	n/a	yes	ENGLEWOOD, NJ\|NEWTOWN SQUARE, PA	Current employment
VERITABLE LP	Former SEC adviser	Apr 12, 2004	Sep 18, 2023	no	EDGEMONT , PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERITABLE LP	Pathstone	Sep 18, 2023	Sep 22, 2023	4	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
130758:151736:PA:2023-09-18	Sep 18, 2023	Sep 22, 2023	EDGEMONT , PA	Firm change

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
Sep 22, 2023 to presentfactForm ADV
→ VERITABLE LPRegistered adviserregistration: previous registration
Apr 12, 2004 to Sep 18, 2023factForm ADV

Dated events

Occurred
Sep 18, 2023
Advisor changed firm
Jared Stuart Weiner left Veritable Lp for Pathstone (registered 2023-09-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04dae095-0aca-2e2a-2d80-71a63fd3b474
First observed: Apr 12, 2004
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JARED STUART WEINER

Advisor at PATHSTONE

ENGLEWOOD, NJ | NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04dae095-0aca-2e2a-2d80-71a63fd3b474

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Sep 22, 2023

n/a

yes

ENGLEWOOD, NJ|NEWTOWN SQUARE, PA

Current employment

VERITABLE LP

Former SEC adviser

Apr 12, 2004

Sep 18, 2023

EDGEMONT , PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

VERITABLE LP

Pathstone

Sep 18, 2023

Sep 22, 2023

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

130758:151736:PA:2023-09-18

Sep 18, 2023

Sep 22, 2023

EDGEMONT , PA

Firm change