Jason Weston, financial advisor Plano TX

Jason Weston

CRD Number: 4431127
Current Firm: Transamerica Financial Advisors, Inc.

Jason Weston (CRD# 4431127) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
First United Bank Mortgage Grapevine, TX Jun 2014 - Current 9
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 12
Gooden Agency Bedford, TX Dec 2009 - Current 14
Aflac Arlington, TX Dec 2007 - Current 16
The Plus Group Dallas, TX May 2002 - Current 21
World Financial Group Plano, TX Jun 2001 - Current 22
Sente Mortgage North Richland Hills, TX Jul 2011 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Jason E. Weston
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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