Jessica Weaver
Advisor at The Wealth Boutique
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Wealth Boutique
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chester, NJ 07930
Credentials
CFP®, Series 66
Industry experience
16 years
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.
Based on The Wealth Boutique
Based on The Wealth Boutique
Fixed fees for financial planning as per Silver, Gold, Platinum packages
$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
Available for additional consulting or specific services (hourly consulting mentioned but no specific rates provided)
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
32 Collis Lane, Suite A
Chester, NJ 07930
Indiana · New Jersey · South Carolina · Virginia
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)
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