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Jason Plawner

Wealthcare Advisory Partners LLC

West Chester, PA

Livingston, NJ

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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-07
  • NJ RA
    APPROVED
    Since 2026-07-07

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

Livingston, NJ • 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
Wealthcare Advisory Partners Llc Dba 103 Capital Management Livingston NJ 06/2026 Present
Old City Investment Partners New York NY 05/2023 06/2026
Weizmann Global Endowment Management Trust New York NY 09/2015 04/2023
  • 06/2026 → Present
    Wealthcare Advisory Partners Llc Dba 103 Capital Management
    Livingston, NJ
  • 05/2023 → 06/2026
    Old City Investment Partners
    New York, NY
  • 09/2015 → 04/2023
    Weizmann Global Endowment Management Trust
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-18
  • S63 Uniform Securities Agent State Law Examination
    2013-11-18
Designations
Other Names
  • Jason Plawner

View on SEC IAPD

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Other Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA
FINANCIAL COACH · WEST CHESTER, PA

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