Jacob Weaver has been Director of Investment Strategy of Benchmark Financial since June 2022, is a control person of the firm and directly owns under 5% of it. Jacob Weaver holds a Degree in Economics from the University of Delaware.
Benchmark Financial, LLC is a Wilmington, DE firm with $132M under management, 90 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Jake Weaver is Director of Investment Strategy of Benchmark Financial. He develops portfolio strategies for clients, drawing on 20+ years of experience in the financial planning industry. Most recently, he was President and Senior Investment Advisor at Lau Associates LLC in Greenville, Delaware, where he led the firm's business vision and directed day-to-day operations.
Jacob Weaver’s longest registration was 15 years at Lau Associates LLC (2004–2019). Before joining Benchmark Financial in 2022, Jacob Weaver was registered through Lau Associates LLC.
- Benchmark Financial, LLCCurrent– present · 4 yearsWilmington, DE · Adviser representative · Firm CRD 297443
- Lau Associates LLC– · 15 yearsGreenville, DE · Adviser representative · Firm CRD 105608
Professional designations
Listed by Benchmark Financial
- Chartered Mutual Fund Counselor (CMFC®)
Investment adviser representative registrations
Jacob Weaver is registered as an investment adviser representative in Delaware, since June 2022.
- DelawareSince 10 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Dorsey Weaver
- CRD
- 4791111
- Firm
- Benchmark Financial · CRD 297443
- Role
- Director of Investment Strategy
- Office
- 2 RIGHTER PARKWAY, SUITE 100, Wilmington, DE 19803
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benchmarkfg.com
Where does Jacob Weaver work?
Jacob Weaver has been Director of Investment Strategy of Benchmark Financial, LLC since June 2022, and is a control person of the firm.
Is Jacob Weaver a financial advisor?
Yes. Jacob Weaver has a current investment-adviser registration in Delaware, through Benchmark Financial since June 2022.
How many years of experience does Jacob Weaver have?
Jacob Weaver has 19 years in the financial industry, since January 2007, across 2 adviser firms.
What exams has Jacob Weaver passed?
Jacob Weaver passed the Series 65 in June 2022.
Where did Jacob Weaver work before Benchmark Financial?
Before Benchmark Financial, Jacob Weaver was registered through Lau Associates LLC, June 2004 to November 2019.
Where is Jacob Weaver based?
Jacob Weaver’s registered office is in Wilmington, DE.
Is Jacob Weaver registered with FINRA?
No. Jacob Weaver has no current broker registration.
How can I verify Jacob Weaver’s record?
Search CRD 4791111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Weaver’s full registration record.