Jeffry Weldon (CRD# 1686799) is an Investment Advisor Representative working at Weldon And Weldon Financial Coaching in Watertown, NY and has over 36 years of experience in the finance industry.
CRD# 4165858
Hightower Advisors, LLC
CRD# 4586194
Rock Ridge Wealth LLC
CRD# 2089960
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital | Bethesda, MD | Feb 2024 - Current | < 1 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | May 2020 - Current | 3 |
| Weldon And Weldon Coaching, Inc. | Watertown, NY | May 2020 - Current | 3 |
| Weldon And Weldon Coaching, Inc. | Watertown, NY | Mar 2020 - Current | 4 |
| Jeffry Weldon, Sole Proprietor | Watertown, NY | Jun 1991 - Current | 32 |
| Cj Weldon Properties | Watertown, NY | Aug 1987 - Current | 36 |
| Park Avenue Securities LLC | Watertown, NY | Mar 2018 - May 2020 | 2 |
| Park Avenue Securities LLC | Watertown, NY | May 1999 - May 2020 | 21 |
| Guardian Life Insurance Company | Watertown, NY | Jan 1991 - May 2020 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CT
- FL
- LA
- NJ
- NY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, LA, NJ, NY, TX
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