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.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Harrisburg, PA 17109
Ameritas Advisory Services, LLC
Enterprise
James Weaver is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been affiliated with the Ameritas group of companies since 2001 and serves as president of Weaver Financial Services Inc., where he is licensed as an independent insurance agent specializing in fixed insurance products and life insurance-related sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an investment committee and third-party partners.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees
$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee
Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest
Hourly financial planning and consulting fees up to $500 per hour
Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees
Harrisburg, PA
887 S Arlington Ave
Harrisburg PA 17109
Advisors at this office
2
Pennsylvania · Texas
25 years of industry experience
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Ameritas Life insurance Corp
2015 - Present • 11 years
Lincoln, NE
Weaver Financial Services Inc
2001 - Present • 25 years
Harrisburg, PA
Ameritas Investment Corp
2001 - Present • 25 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Palmyra, PA
Wealth Quest, Ltd.
Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.
Series 66
Hummelstown, PA
Solid Rock Financial Solutions LLC
Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.
Series 63, Series 65
Harrisburg, PA
Richards Financial
John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.
Lemoyne, PA
Yoffe Investment Management, LLC
Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.
CFP®, Series 63, Series 65
Camp Hill, PA
Mercantile Advisors, LLC
Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.
Series 65
Mechanicsburg, PA
Ando Arashi
Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.
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