Jason Weston, financial advisor Plano TX
93 score

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 15 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 2
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 4
Gooden Agency Bedford, TX Dec 2009 - Current 7
Aflac Arlington, TX Dec 2007 - Current 9
The Plus Group Dallas, TX May 2002 - Current 14
World Financial Group Plano, TX Jun 2001 - Current 15
Sente Mortgage North Richland Hills, TX Jul 2011 - Jun 2015 3
Investment Advisors International, Inc. Plano, TX Nov 2010 - Jan 2012 1
World Group Securities, Inc. Plano, TX Apr 2002 - Jan 2012 9
Envoy Mortgage (dba First Houston Mortgage Ltd. North Richland Hills, TX Dec 2007 - Jul 2011 3
First Houston Mortgage, Ltd North Richard Hills, TX Dec 2007 - Apr 2011 3
Fieldstone Mortgage Company Frisco, TX Jan 2005 - Oct 2007 2
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
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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