Jason S Weisz

Current Employers

Employment History

• 01/2003 → Present
  Weisz Accounting Services
  Philadelphia, PA
• 11/2014 → 02/2019
  Hornor Townsend & Kent Inc
  Horsham, PA
• 11/2014 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 02/2020 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Previous Registrations

• 2002-04-08 → 2002-12-31
  Equitable Advisors, Llc
  Falls Church, VA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: KEYSTONE FINANCIAL GROUP | POSITION HELD:AGENT | ADDRESS: 305 EXTON COMMONS, EXTON, PA 19341 | START DATE: 2/3/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: IS PART OF THE PAA PROGRAM WITH BILL CHAMPLEY. SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.CO. 2) CPA/ACCOUNTING & TAX PREPARTION | INVESTMENT RELATED: NO | DBA NAME: WEISZ ACCOUNTING SERVICES |POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 2040 S 13TH ST, PHILADELPHIA, PA 19148 | START DATE: 1/1/2002 |NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: CPA/ACCOUNTING & TAX PREPARATION SERVICES. SENIOR TAX ACCOUNTANT.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-10

Other Names

• Jason S. Weisz