Jeffrey Weber, financial advisor Dalton OH
93 score

Jeffrey Weber

CRD Number: 1844534
Current Firm: First Affirmative Financial Network LLC

Jeffrey Weber (CRD# 1844534) is an Investment Advisor Representative working at First Affirmative Financial Network LLC in Dalton, OH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
First Affirmative Financial Network, LLC Colorado Springs, CO Dec 2004 - Current 12
Jeffrey J. Weber Dalton, OH Aug 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jeffrey J. Weber
Phone Number: 719-636-1045
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    990
    MILLIONS
  • Total Number of Accounts
    4,391
    ACCOUNTS
  • Average Account Value
    $225,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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