Adam Jeffrey Casper

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2015 → 10/2020
  Edward Jones
  St Louis, MO
• 10/2020 → 10/2023
  Commonwealth Financial Network
  Waltham, MA
• 10/2020 → Present
  Weller Group Llc
  Ontario, NY
• 10/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2015-03-16 → 2020-10-20
  Edward Jones
  Marion, NY
  St Louis, MO
  Marion, NY
  Pittsford, NY
  Newark, NY

Other Businesses

1. Fixed insurance sales; Located at 6206 Slocum Rd, Ontario NY 14519, as of 10/16/2020; 0% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Weller Group LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13

Designations

• Certified Financial Planner

Other Names

• Adam Jeffrey Casper
• Adam J Casper