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Current Employers
Silver Grove Advisory Services

400 Sterling Drive, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-12
  • NY RA
    APPROVED
    Since 2021-08-12

Branch Locations

400 Sterling Drive, Orchard Park, NY 14127 • 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
Lpl Financial Llc Orchard Park NY 12/2012 Present
Silver Grove Advisory Services Orchard Park NY 03/2017 Present
Other Businesses

1. 1/28/2013: OTHER-LEGAL SHIELD - JASON WEBER - SALES ASSOCIATE FOR LEGAL SHIELD. SALES OF OFFERED PRODUCTS BY LEGAL SHIELD, INCLUDING IDENTITY THEFT PROTECTION AND PRE-PAID LEGAL PRODUCTS PRIMARILY OFFERED TO BUSINESSES AS A VOLUNTARY GROUP BENEFIT. THIS IS NOT SECURITIES RELATED. - TIME SPENT 5%. 2. 03/06/2013 - Silver Grove Financial Group, Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 05/14/2014 - JNR Property Holdings, LLC. - INV REL - Real Estate Rental - 5% TIE SPENT - Two Multi Unit Buildings. No renters or are customers of LPL or any other B/D or RIA. 4. 05/19/2014 - Silver Grove Financial Group, Inc. - INV REL - Non-Variable Insurance - 5% TIME SPENT - New York State Licensed Personal Lines Property & Casualty Agent. Selling and servicing of personal lines property and casualty insurance. 5. 10/27/2017 - Silver Grove Financial Group, Inc. - Investment Related - At Reported Business Location(s) & Williamsville, NY - Real Estate Rental - Start Date 11/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 6/14/2018 - Silver Grove Financial Group, Inc. - DBA: (Hybrid) Silver Grove Advisory Services, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2017 - 80 Hours Per Month/80 Hours During Trading - I provide investment advisory services through Silver Grove Financial Group, Inc., an investment advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 3/3/2020 - No Business Name - Investment Related - At Reported Business Location(s) & Memphis, TN 38111 - Real Estate Rental - Started 02/18/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 7/10/2020 - No Business Name - Investment Related - Home Based & Memphis, TN 38128 - Real Estate Rental - Started 06/26/2020 - 1 Hour Per Month During Securities Trading. 9. 1/8/2021 - No Business Name - Investment Related - Memphis, TN 38127 - Real Estate Rental - Start Date: 12/23/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 10. 9/16/2021 - No Business Name - Investment Related - Memphis TN 38109 - Real Estate Rental - Started 11/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 11. 11/29/2021 - No Business Name - Investment Related - Cordova TN 38016 - Real Estate Rental - Start Date: 11/23/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 12/16/2021 - JNR Sterling LLC - Investment Related - 6635 Boston State Road Hamburg NY 14075 - Real Estate Rental - Start Date: 12/14/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 13. 10/04/2023 - Sterling Tax & Accounting LLC - Tax Prep/Accounting/CPA - Owner/ Operator - Investment Related - At Reported Business Location(s) - Start Date 08/21/2023 - 10 Hours Per Month/ 1 Hour During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-18
  • S63 Uniform Securities Agent State Law Examination
    2008-12-18
Other Names
  • Jason J Weber

View on SEC IAPD

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