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Jacob Anthony Weber

Waverly Advisors, LLC

Cincinnati, OH

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-26
  • OH RA
    APPROVED
    Since 2025-02-26

Branch Locations

4420 Cooper Rd, Cincinnati, OH 45242 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Waverly Advisors Llc Blue Ash OH 10/2024 Present
9258 Wealth Management Blue Ash OH 07/2024 10/2024
University Of Cincinnati Cincinnati OH 01/2022 05/2024
Potbelly Sandwich Shop Dayton OH 08/2016 12/2022
Fairmont High School Kettering OH 08/2014 05/2018
  • 10/2024 → Present
    Waverly Advisors Llc
    Blue Ash, OH
  • 07/2024 → 10/2024
    9258 Wealth Management
    Blue Ash, OH
  • 01/2022 → 05/2024
    University Of Cincinnati
    Cincinnati, OH
  • 08/2016 → 12/2022
    Potbelly Sandwich Shop
    Dayton, OH
  • 08/2014 → 05/2018
    Fairmont High School
    Kettering, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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