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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J•••••• C••••• W•••••
- Designations
- CFP, CDFA, CFSreportedthewealthboutique.comas printed on the bio page, Sep 16, 2026
- Founder
- “I’m a TV show host, five-time bestselling author, international speaker, and the founder of T•• W••••• B•••••••, with seven advisors located in six different states.”reportedthewealthboutique.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/jessica-weaver-cfp%C2%AE-cdfa%C2%AE-cfs%C2%AE-76538733reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- thewealthboutique.com/jessica-weaverreportedthewealthboutique.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•• W••••• B••••••• independent RIA currentsince Mar 22, 2023 · Chester, Nj
- L•• F•••••••• L•• BD affiliatedNov 30, 2020 to May 13, 2022 · Chester, Nj
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedNov 3, 2014 to Dec 8, 2020 · Green Brook, Nj
- L•• F•••••••• L•• BD affiliatedAug 27, 2010 to Nov 10, 2014 · Greenbrook, Nj
- L•• F•••••••• L•• to T•• W••••• B•••••••left May 13, 2022, registered Mar 22, 2023 (313 days) · RIA to RIA
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••left Dec 8, 2020, registered Nov 30, 2020 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- L•• F•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Nov 10, 2014, registered Nov 3, 2014 (-7 days) · Other
- J•••••• C••••• W••••• left L•• F•••••••• L•• for T•• W••••• B••••••• (registered 2023-03-22)May 13, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address