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Jason Joseph Weber

SILVER GROVE FINANCIAL GROUP, INC.·ORCHARD PARK, New York
SIE, Series 6, Series 63Clean record5 years registeredSILVER GROVE FINANCIAL GROUP, INC.
400 STERLING DRIVE, ORCHARD PARK, NY 14127CRD# 5522878Firm CRD# 287512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Joseph Weber · ORCHARD PARK, NY
Registration
CRD #5522878 · SILVER GROVE FINANCIAL GROUP, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

SILVER GROVE ADVISORY SERVICES
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · August 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SILVER GROVE FINANCIAL GROUP, INC.
CRD 287512 · SEC 801-110045
AUM
$256M
Regulatory assets under management
Employees
15
2,308 client accounts
Services offered by SILVER GROVE FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SILVER GROVE FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does Jason Joseph Weber offer?
Jason Joseph Weber specializes in Financial Planning, Investment Management. Contact their office in ORCHARD PARK, New York for a consultation.
What are Jason Joseph Weber's credentials?
Jason Joseph Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Joseph Weber located?
Jason Joseph Weber is based in ORCHARD PARK, New York, working with SILVER GROVE FINANCIAL GROUP, INC.. Their office serves clients in the ORCHARD PARK metropolitan area and surrounding communities.
How does Jason Joseph Weber charge for services?
Jason Joseph Weber's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVER GROVE FINANCIAL GROUP, INC.?
SILVER GROVE FINANCIAL GROUP, INC. has approximately 15 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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