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Jack Aaron Weiss

Cetera Investment Advisers LLC

Phoenix, AZ

CRD 7919289

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-27
AZ RA APPROVED 2025-06-26
  • TX RA
    APPROVED
    Since 2026-08-27
  • AZ RA
    APPROVED
    Since 2025-06-26

Branch Locations

3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • 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
Dicks Sporting Goods Cranberry PA 12/2017 07/2018
Treesdale Golf And Country Club Gibsonia PA 07/2018 08/2021
Alpine Pools And Spas Llc. Cranberry PA 05/2022 08/2023
Renaissance Financials Phoenix AZ 06/2024 08/2024
Gainey Ranch Golf Club Scottsdale AZ 10/2024 Present
Pumped Up Kickx Gibsonia PA 01/2015 12/2017
Arizona State University Tempe AZ 08/2021 12/2024
Mars Area Middle School Mars PA 08/2015 05/2017
Mars Area High School Mars PA 08/2019 06/2021
Cetera Wealth Services, Llc El Segundo CA 04/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2025 Present
  • 12/2017 → 07/2018
    Dicks Sporting Goods
    Cranberry, PA
  • 07/2018 → 08/2021
    Treesdale Golf And Country Club
    Gibsonia, PA
  • 05/2022 → 08/2023
    Alpine Pools And Spas Llc.
    Cranberry, PA
  • 06/2024 → 08/2024
    Renaissance Financials
    Phoenix, AZ
  • 10/2024 → Present
    Gainey Ranch Golf Club
    Scottsdale, AZ
  • 01/2015 → 12/2017
    Pumped Up Kickx
    Gibsonia, PA
  • 08/2021 → 12/2024
    Arizona State University
    Tempe, AZ
  • 08/2015 → 05/2017
    Mars Area Middle School
    Mars, PA
  • 08/2019 → 06/2021
    Mars Area High School
    Mars, PA
  • 04/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2025 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: GAINEY RANCH GOLF CLUB; INVESTMENT RELATED: NO; ADDRESS: SCOTTSDALE, AZ 85258; NATURE OF BUSINESS: GOLF CLUB; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OUTSIDE SERVICE ATTENDANT; APX NUMBER OF HOURS PER WEEK: 32; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: OUTSIDE SERVICE ISSUES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-23
  • S66 Uniform Combined State Law Examination
    2025-06-23

View on SEC IAPD

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