Joseph Weidenburner, financial advisor Yardley PA

Joseph Weidenburner

CRD Number: 6136484
Current Firm: Apex Financial Advisors, Inc.

Joseph Weidenburner (CRD# 6136484) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Defense Logistics Agency Philadelphia, PA Mar 2010 - Jan 2017 6
Jrw Financial LLC Philadelphia, PA Nov 2012 - Dec 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Joseph R. Weidenburner
Phone Number: 215-493-1900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $810,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, NJ, PA, TX

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