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Jessica Weaver

Advisor at The Wealth Boutique

Updated today

Location

Chester, NJ 07930

Credentials

CFP®, Series 66

Industry experience

16 years

About

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Client services

Based on The Wealth Boutique

Financial planning Portfolio management Selection of other advisers

Expertise

Based on The Wealth Boutique

General retirement planning Income planning Wealth management Tax-loss harvesting

Fee options

Fixed

Fixed fees for financial planning as per Silver, Gold, Platinum packages

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $20,000,000: 0.70% $20,000,001 - Negotiable: Negotiable

Project-based

Available for additional consulting or specific services (hourly consulting mentioned but no specific rates provided)

Other

Minimum fee: Financial Planning Fees: Silver Package - $3,500; Gold Package - $5,800; Platinum Package - $8,900; Platinum Package above $1,000,001 - As quoted Fee-only: Fixed fees for financial planning as detailed in minimum_fee section; fees are negotiable

Location

32 Collis Lane, Suite A

Chester, NJ 07930

Most active in

Indiana · New Jersey · South Carolina · Virginia

Work history

Women's Wealth Boutique

2022 - Present (4 years)

LPL Financial, LLC

2020 - 2022 (2 years)

N/A Author

2019 - Present (7 years)

Not Your Father's Advisor

2019 - Present (7 years)

Strong Retirement Club

2018 - 2020 (2 years)

New Jersey Collaborative Law Group

2016 - 2017 (1 year)

Foran Financial Group

2016 - 2021 (5 years)

Women's Wealth Advisors

2016 - 2020 (4 years)

Raymond James Financial Services Advisors Inc.

2014 - 2020 (6 years)

Raymond James Financial Services, INC.

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Options & derivatives strategies Private / alternative investments
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Options & derivatives strategies Passive / index investing
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