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RIA / WealthAdvisorChartered Financial Consultant19 years in industry

JARED WEBER

Advisor at RMR WEALTH BUILDERS, INC.

Westport, CT | MONTCLAIR, NJ

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Search this name across graphsid dfx:ria:dfd7f899-c9a1-84f0-bd64-5c729e21cd80

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2007 to Sep 15, 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: RMR WEALTH BUILDERS, INC.
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: Jun 11, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jun 11, 2007
First registration: Jul 13, 2007
Dual registered: no
IAPD individual key: 5333487

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
RMR WEALTH BUILDERS, INC.	Independent wealth	Jul 26, 2018	n/a	yes	MONTCLAIR, NJ\|Westport, CT	Current employment
CALTON & ASSOCIATES, INC.	Independent wealth	Jun 12, 2018	Jul 26, 2018	no	Westport, CT\|Montclair, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 9, 2017	Jun 14, 2018	no	WESTPORT, CT\|Westport, CT\|PHOENIX, AZ	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jul 2, 2014	Feb 14, 2017	no	TRUMBULL, CT\|NEW YORK, NY\|NEW HAVEN, CT\|MILFORD, CT\|WESTPORT, CT	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Aug 23, 2011	Jun 19, 2014	no	FRAMINGHAM, MA\|TRUMBULL, CT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 13, 2007	Aug 31, 2011	no	STAMFORD, CT\|NEW YORK, NY	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
CALTON & ASSOCIATES, INC.	RMR WEALTH BUILDERS, INC.	Jul 26, 2018	Jul 26, 2018	0	Firm change	Other
MML INVESTORS SERVICES, LLC	CALTON & ASSOCIATES, INC.	Jun 14, 2018	Jun 12, 2018	-2	Firm change	Ibd to RIA
PARK AVENUE SECURITIES LLC	MML INVESTORS SERVICES, LLC	Feb 14, 2017	Mar 9, 2017	23	Firm change	Other
ONEAMERICA SECURITIES, INC.	PARK AVENUE SECURITIES LLC	Jun 19, 2014	Jul 2, 2014	13	Firm change	Other
MML INVESTORS SERVICES, LLC	ONEAMERICA SECURITIES, INC.	Aug 31, 2011	Aug 23, 2011	-8	Firm change	Other

Relationships

Registered with (5)

→ RMR WEALTH BUILDERS, INC.Registered adviserregistration: current employment
Jul 26, 2018 to presentfactForm ADV
→ CALTON & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 12, 2018 to Jul 26, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 9, 2017 to Jun 14, 2018factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jul 2, 2014 to Feb 14, 2017factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Aug 23, 2011 to Jun 19, 2014factForm ADV

Dated events

No dated event names this entity yet.