Primerica Advisors
20yrs
More experience than 62% of advisors at Primerica Advisors
25yrs
James Weaver
Full name on record: James Patrick Weaver
Financial advisor at Ameritas Advisory Services
James Weaver is a fiduciary financial advisor in Middleburg, Pennsylvania, with 25 years in the industry. James joined Ameritas Advisory Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Middleburg, and one of 3 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office431 E Main St, Middleburg, PA 17842
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?2 states
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeritas Advisory Services, LLCCurrent firm
Contact James
431 E Main StMiddleburg, PA 17842Office · Get directions Firm main line(800) 335-9858Headquarters: Ameritas Advisory Services · Lincoln, NE Firm websitewww.ameritas.com/investments
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Ameritas Advisory Services at (800) 335-9858 and ask for James Weaver. James works from the Middleburg, PA office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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