Ameriprise Financial Services
45yrs
Top advisor by experience in Montclair
19yrs
Jared Weber
Financial advisor at RMR Wealth Builders
Jared Weber has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Montclair, New Jersey. Jared has been with RMR Wealth Builders since 2018; before that, Jared spent less than a year at Calton & Associates and a year at MML Investors Services. Jared holds the ChFC designation.
One of 82 advisors with offices in Montclair, and one of 73 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office111 Grove Street Suite 203, Montclair, NJ 07042
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$943,311
Advisors at the firm54
States licensed ?1 state
Services through RMR Wealth Builders
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowRMR Wealth Builders, Inc.Current firm
- Jun 2018 – Jul 2018Calton & Associates, Inc.Previously
- Mar 2017 – Jun 2018MML Investors Services, LLCPreviously
- 2014 – 2017Park Avenue Securities LLCPreviously
- 2011 – 2014Oneamerica Securities, Inc.Previously
- 2007 – 2011MML Investors Services, LLCPreviously
Contact Jared
(201) 836-2460RMR Wealth Builders main office 111 Grove Street Suite 203Montclair, NJ 07042Office · Get directions Facebook pageRMR Wealth Builders
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call RMR Wealth Builders at (201) 836-2460 and ask for Jared Weber. Jared works from the Montclair, NJ office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Jared hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
RMR Wealth Builders reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jared 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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