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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Jason Weis

Advisor at ADVISORY SERVICES NETWORK

ATLANTA, GA | Charlotte, NC

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Search this name across graphsid dfx:ria:8d19d3e1-d5c7-854e-7cdb-c55ad7dce208

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: ADVISORY SERVICES NETWORK
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: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 28, 2008
First registration: Nov 30, 2009
Dual registered: no
Other names: JASON R WEIS
IAPD individual key: 5470279

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
ADVISORY SERVICES NETWORK	Independent wealth	Dec 19, 2025	n/a	yes	ATLANTA, GA\|Charlotte, NC	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 28, 2024	Dec 24, 2025	no	Charlotte, NC	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jun 27, 2024	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 30, 2009	Jul 13, 2018	no	CHARLOTTE, NC\|COVINGTON, KY	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
CHARLES SCHWAB & CO., INC.	ADVISORY SERVICES NETWORK	Dec 24, 2025	Dec 19, 2025	-5	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Jun 27, 2024	Aug 28, 2024	62	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Dec 19, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 28, 2024 to Dec 24, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jun 27, 2024factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 30, 2009 to Jul 13, 2018factForm ADV

Dated events

Occurred
Dec 24, 2025
Advisor changed firm
Jason Weis left Charles Schwab & Co., Inc. for Advisory Services Network (registered 2025-12-19)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2024
Advisor changed firm
Jason Weis left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2024-08-28)
Form ADVobserved 6 days ago