Founder - President · Silver Grove Advisory Services
Jason J. Weber
CRD 5522878 · Named on Form ADV at one SEC-registered adviser
At a glance
Silver Grove Advisory Services, an SEC-registered wealth manager based in Orchard Park, NY with $454 million in regulatory assets, lists Jason J. Weber on its Form ADV as Founder - President, a control person.
Firms and roles
- Silver Grove Advisory ServicesFounder - PresidentWealth manager · Orchard Park, NY · $454M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Ryan D. SeufertFounder - Vice President and Chief Compliance Officer, Silver Grove Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.