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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
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 |
- TX
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Total Assets Under Management1,815MILLIONS
-
Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
- 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
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