Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Westport, CT and has over 16 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmr Wealth Builders, Inc. | Montclair, NJ | Jul 2018 - Current | 5 |
| Calton & Associates, Inc. | Montclair, NJ | Jun 2018 - Current | 5 |
| Mml Investors Services | Westport, CT | Feb 2017 - Jun 2018 | 1 |
| Massmutual Life Insurance | Westport, CT | Dec 2016 - Jun 2018 | 1 |
| Guardian Life Insurnace Company | Westport, CT | Apr 2016 - Jan 2017 | < 1 |
| Park Avenue Securities LLC | Westport, CT | Apr 2016 - Jan 2017 | < 1 |
| Guardian Life Insurance | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities LLC | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Guardian Life Ins | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Park Avenue Securities | Madison, CT | Jun 2014 - Aug 2014 | < 1 |
| Guardian Life Ins | Madison, CT | Apr 2014 - Aug 2014 | < 1 |
| American United Life | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Oneamerica Securities | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- CT
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Total Assets Under Management1,696MILLIONS
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Total Number of Accounts3,965ACCOUNTS
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Average Account Value$427,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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