Jason Weatherby, financial advisor Mobile AL
95 score

Jason Weatherby

CRD Number: 6122318
Current Firm: Park Avenue Securities LLC
Compensation Model: Both
Jason Weatherby (CRD# 6122318) is an Investment Advisor Representative working at Park Avenue Securities LLC in Mobile, AL and has over 3 years of experience in the finance industry.
CONTACT
Similar Advisors
Stephen Haidt, financial advisor Mobile AL
Stephen M. Haidt
CRD# 1484387
Retirement Advisors, Inc.
Score
101
Similar Advisors
Cleveland Gantt, financial advisor Mobile AL
Cleveland D. Gantt
CRD# 6218315
Gantt Financial Advisors, LLC
Score
98
Similar Advisors
Mark Davidson, financial advisor Mobile AL
Mark E. Davidson
CRD# 4620630
Cornerstone Investment Management And Consulting,llc
Score
97
Company Name Location Dates Years
Park Avenue Securities LLC Mobile, AL Feb 2014 - Current 2
Guardian Life Insurance Co Mobile, AL Jan 2014 - Current 2
Ing Financial Partners Inc. Mobile, AL Feb 2013 - Dec 2013 < 1
C2 Wealth Strategies Mobile, AL Jan 2013 - Dec 2013 < 1
Skelton's Fire Equip Satsuma, AL Jun 2008 - Dec 2012 4
A&a Investigations Saraland, AL Dec 2005 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
S7 General Securities Representative Examination (GS) Mar 2013
Contact Info for Jason B. Weatherby
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jason Weatherby and other advisors.
BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.