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Jared Stuart Weiner

Pathstone

Englewood, NJ

Newtown Square, PA

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-22
  • PA RA
    APPROVED
    Since 2023-09-22

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

6022 West Chester Pike, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veritable, Lp Newtown Square PA 04/2004 09/2023
Pathstone Newtown Square PA 09/2023 Present
  • 04/2004 → 09/2023
    Veritable, Lp
    Newtown Square, PA
  • 09/2023 → Present
    Newtown Square, PA
Previous Registrations
  • 2004-04-12 → 2023-09-18
    Veritable Lp
    Edgemont , PA
Other Businesses

?Name of the other business: Archean Capital Partners II, LLC covers Archean I and II onshore and offshore funds (the Archean funds platform) ?Whether the business is investment-related: Yes ?Address of the other business: 6022 West Chester Pike, Newtown Square, PA 19073 ?Nature of the other business: Private Equity Fund ?Your position, title, or relationship within the other business: Member of the Investment Team of Archean Capital Partners II, LLC ?Start date of your relationship: September 15, 2023 ?Approximate number of hours/month you devote to the other business: N/A ?Number of hours you devote to the other business during securities trading hours: N/A ?Briefly describe your duties relating to the other business: Assists with the ongoing supervision of the investments and operations of the Archean Fund Platform.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-09
S63 Uniform Securities Agent State Law Examination 2002-07-25
  • S65 Uniform Investment Adviser Law Examination
    2004-04-09
  • S63 Uniform Securities Agent State Law Examination
    2002-07-25

View on SEC IAPD

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