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Jason Petner
Jason Pettner, CFA®, CFP®, CEPA® — Financial Advisor with the Weber Group of Raymond James in Cranberry Township, PA.
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Sep 30, 2026
Succession Is More Than a Sale: The BOSS Summit Conversation
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2:49Erin WeberGUEST
Those are the same themes many family business owners are working through themselves.
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2:54Jason PetnerGUEST
That family business dynamic was actually one, one of the reasons I joined the Weber Group of Raymond James.
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3:01Jason PetnerGUEST
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.
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3:08Jason PetnerGUEST
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.
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3:15Jason PetnerGUEST
Over that time, I saw them continue to uphold the same values with clients and in the community.
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3:20Jason PetnerGUEST
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
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13:21Erin WeberGUEST
It can be hard to separate the personal from the business, and many times the root issue is communication.