Jason Weis

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 07/2024
  Fidelity Investments
  Cincinnati, OH
• 07/2018 → 07/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2024 → 11/2025
  Charles Schwab & Co., Inc.
  Charlotte, NC
• 08/2024 → 11/2025
  Charles Schwab Bank, Ssb
  Charlotte, NC
• 12/2025 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2024-08-28 → 2025-12-24
  Charles Schwab & Co., Inc.
  Charlotte, NC
• 2018-07-13 → 2024-06-27
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2009-11-30 → 2018-07-13
  Strategic Advisers Llc
  Charlotte, NC
  Covington, KY

Other Businesses

1) INSURANCE AGENT: LICENSED SINCE 03/2025; ADVICE AND SALES OF INSURANCE PRODUCTS THROUGH UNAFFILIATED COMPANIES. TIME SPENT: APPROXIMATELY 1 HOUR PER MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2) QUEEN CITY CAPITAL MANAGEMENT, LLC: MANAGING MEMBER SINCE 11/2025; SERVICE COMPANY FOR BUSINESS INCOME AND EXPENSES FOR TAX PURPOSES. TIME SPENT: APPROXIMATELY 40 HOURS PER MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-02
• S63 Uniform Securities Agent State Law Examination
  2008-03-28

Designations

• Certified Financial Planner

Other Names

• Jason R Weis