Jonathan Caplan Weiss

Current Employers

Employment History

• 04/2016 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 04/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Monroeville, PA
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Monroeville, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Monroeville, PA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Monroeville, PA
• 2016-04-18 → 2019-03-01
  Questar Asset Management, Inc.
  Monroeville, PA
  Minneapolis, MN
• 2008-01-22 → 2016-04-28
  Ameritas Investment Company, Llc
  Monroeville, PA

Other Businesses

1) JONATHAN WEISS. POSITION: Insurance Agent. NATURE: Fixed insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/18/2016 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: Maintain and manage client insurance planning needs. 2) KAI ZEN POSITION: sales NATURE: premium financing life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2017 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: sales 3) L AND W HOLDING CO POSITION: partner NATURE: LLC partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2016 ADDRESS: 4232 Northern Pike, Suite 301, Monroeville PA 15146, United States DESCRIPTION: corporation set up for payment of expenses 4) WEISS AND LOPRESTI CAPITAL MANAGMENT POSITION: partner NATURE: L&W is a LLC used to pay rent and staff. Weiss and Lopresti capital management is the DBA name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2016; ADDRESS: 4232 northern pike #301, Monroeville PA 15146, United States DESCRIPTION: pay bills staff etc. run the business 5) JONATHAN WEISS ENTRERPRISES POSITION: owner NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/02/2022 ADDRESS: 2323 marbury rd, pittsburgh PA 15221, United States DESCRIPTION: This company was set up to accept fixed insurance commission and transfer paid woodbury compensation into after its been paid to a personal bank account. 6) JONATHAN WEISS INDIVIDUAL POSITION: agaent NATURE: sole propriertor INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/01/1993 ADDRESS: 4232 northern pike, suite 301, monroeville PA 15146, United States DESCRIPTION: Sell fixed insurance policies and annuity

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-03