Jared Reed Weiss

Current Employers

Employment History

• 10/2015 → 12/2021
  Lincoln Investment
  Jenkintown, PA
• 12/2021 → 11/2023
  Fsc
  Bala Cynwyd, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Philadelphia, PA

Previous Registrations

• 2021-12-02 → 2023-11-03
  Fsc Securities Corporation
  Philadelphia, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA
• 2016-01-05 → 2021-12-03
  Lincoln Investment
  Jenkintown, PA
  Fort Washington, PA
  Palm Beach Gardens, FL
• 2016-04-13 → 2021-12-03
  Capital Analysts
  Fort Washington, PA
  Jenkintown, PA
• 2019-01-25 → 2019-10-04
  Legend Advisory, Llc
  Fort Washington, PA

Other Businesses

1. JARED WEISS, CPA POSITION: Owner NATURE: I am doing paid tax returns for my investment advisory clients INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2016 ADDRESS: 450 Merion Rd, Merion Station PA 19066, United States DESCRIPTION: I will be doing paid tax returns during March and April each year 2. YESHIVA KETANA OF PHILADELPHIA POSITION: Treasurer NATURE: Not for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 5900 Drexel Rd, Philadelphia PA 19131, United States DESCRIPTION: I am the treasurer and I help with budgeting, forecasting, looking at the monthly P&L. I do not have check writing abilities nor access to the bank account 3. PHILADELPHIA KOLLEL POSITION: Treasurer NATURE: Not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 364 Montgomery Avenue, Merion Station PA 19066, United States DESCRIPTION: Help with budgeting and forecasting. Very hands off 4. JARED WEISS - INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2016 ADDRESS: 1341 N DELAWARE AVE, STE 504, PHILADELPHIA PA 19125, United States DESCRIPTION: General insurance agent 5. JAMES R. POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2022 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: Registered Rep under James R. Potoka

Exams

• S66 Uniform Combined State Law Examination
  2015-12-11

Designations

Other Names

• Jared Weiss