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Jason Petner

Jason Pettner, CFA®, CFP®, CEPA® — Financial Advisor with the Weber Group of Raymond James in Cranberry Township, PA.

Sep 30, 2026

2:49
Those are the same themes many family business owners are working through themselves.
2:54
That family business dynamic was actually one, one of the reasons I joined the Weber Group of Raymond James.
2:59
I had known Al and Erin for about a decade before joining the team.
3:01
I started as an intern with them before beginning my career at another firm, where I wanted to gain hands-on investment and asset management experience.
3:08
Even after I started my career elsewhere, I stayed connected with Al and Erin, and Erin and I still serve on the Penn State Behrend Financial Literacy Board.
3:15
Over that time, I saw them continue to uphold the same values with clients and in the community.
3:20
That kept my admiration for them high, and eventually it made joining the Weber Group of Raymond James feel like a very natural fit.

10 MINS LATER

13:21
It can be hard to separate the personal from the business, and many times the root issue is communication.

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