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Jeffrey Weaver

Investment Adviser Representative at Mariner Advisor Network

Roseville, CACRD #7142252Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Weaver is an investment adviser representative with Mariner Advisor Network in Roseville, CA, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
7 states and territories

California, Georgia, Nevada, Oregon, Tennessee, Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/13/2019
Series 7
General Securities Representative Examination
Passed 10/11/2019
SIE
Securities Industry Essentials Examination
Passed 8/13/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mariner Advisor NetworkCurrent
11/18/2024 – Roseville, CA
Edward Jones
12/16/2019 – 11/18/2024Auburn, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Jul 2019 – Nov 2024St Louis, MO
  2. Waste Management
    Jan 2018 – Jul 2019Grass Valley, CA
  3. Republic Services
    Aug 2017 – Jan 2018Richmond, CA
  4. City Of San Mateo
    Jun 2015 – Jul 2017San Mateo, CA
  5. Northstar
    Dec 2018 – Apr 2019Truckee, CA
  6. LPL Financial LLC
    Nov 2024 – no end date reportedRoseville, CA
  7. Mariner Independent
    Nov 2024 – Jul 2026Overland Park, KS
  8. West Capital Wealth Management
    Nov 2024 – no end date reportedRoseville, CA
  9. Private Advisor Group, LLC
    Jun 2026 – no end date reportedMorristown, NJ

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner Advisor Network

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Innovative investment strategies, the Dynamic Investment Optimization™ process, written strategic planning, and coordination with a team of professional advisors including tax, insurance, and legal professionals to help clients articulate and achieve their vision and goals.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Investment StrategiesDynamic Investment OptimizationStrategic PlanningPortfolio ManagementHolistic Financial PlanningWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
125
Offices listed on AdvisorFinder:
93
Main office:
Overland Park, KS
Founded:
2003
SEC file number:
801-107913

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 26, 2026

View full firm profile

Other advisors at Mariner Advisor Network

Showing 12 of 125 in the directory

View Mariner Advisor Network firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Weaver has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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