DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Patrick Weaver
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Sep 9, 2024
In the industry
23 y
since Jan 3, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B.O.S.S. Retirement Advisors, LLC independent RIA currentsince Sep 9, 2024 · Lehi, Ut
- Scf Investment Advisors, Inc. formerDec 4, 2008 to Nov 30, 2009 · Fresno, Ca
- LPL Financial LLC BD affiliatedNov 20, 2007 to Sep 18, 2008 · Santa Barbara, Ca
- Strategic Advisers LLC national BDMay 11, 2005 to Oct 25, 2007 · Santa Barbara, Ca
Moves
a registration end followed by a registration begin elsewhere
- Scf Investment Advisors, Inc. to B.O.S.S. Retirement Advisors, LLCleft Nov 30, 2009, registered Sep 9, 2024 (5397 days) · Other
- LPL Financial LLC to Scf Investment Advisors, Inc.left Sep 18, 2008, registered Dec 4, 2008 (77 days) · Other
- Strategic Advisers LLC to LPL Financial LLCleft Oct 25, 2007, registered Nov 20, 2007 (26 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address