Jacob Anthony Weber

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-02-24