Jason Alan Weber

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2003 → Present
  Royal Alliance Associates,Inc
  Los Angeles, CA

Previous Registrations

• 2000-12-04 → 2003-12-19
  Sentra Securities Corporation
  Los Angeles, CA

Other Businesses

1. WEBER FINANCIAL SERVICES, INVESTMENT RELATED, 222 N. SEPULVEDA BLVD., STE 2000 EL SEGUNDO, CA 90245, OWNER, STARTED 1/1/2000, 4 HOURS PER MONTH, 2 HOURS DURING STH, INSURANCE SALES. 2.WEBER FINANCIAL STRATEGIES/ CORPORATE REGISTERED INVESTMENT ADVISOR , INVESTMENT RELATED,222 N. SEPULVEDA BLVD., STE 2000 EL SEGUNDO, CA 90245, OWNER, STARTED 1/1/2004, 80 HOURS PER MONTH, 40 HOURS DURING STH, MEET WITH CLIENTS, REVIEW ACCOUNTS, MONITOR MONEY MANAGERS. 3. WEBER FINANCIAL SERVICES, INC. POSITION: Consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2010 ADDRESS: 222 N. Sepulveda Blvd., Ste. 2000, El Segundo CA 90245, United States DESCRIPTION: Consulting and Administration of qualified retirement plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-09
• S63 Uniform Securities Agent State Law Examination
  1999-02-01

Other Names

• Javier Weber