Jeffrey G. Weeks
ATX PORTFOLIO ADVISORS
Austin, TX 78746
CRD#: 2216960
Professional summary
Jeffrey Glenn Weeks, CFP® is a registered financial advisor currently at ATX PORTFOLIO ADVISORS, LLC located in Austin, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Biography
I received a BA from Texas A&M University and then served as an officer in the US Army Reserves.
My career began at Edward Jones. From there I moved to Fidelity Investments where over 21 years I worked as a Trader, a Financial Planning Consultant, and ultimately a Vice President, Senior Branch Manager. I led several of their highest performing branch offices and was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas.
Through the years, I have worked with thousands of investors. I have seen the joy of seeing many achieve their goals but also the anguish when a few have fallen short. From those experiences, I came to believe that client success is the only measure of my success.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Tax Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JEFF WEEKS; NON-INVESTMENT RELATED; 401 CONGRESS AVE. SUITE 1540, AUSTIN, TX 78701; INSURANCE SALES; INDEPENDENT INSURANCE AGENT; START DATE: 07/2007;8 HOURS PER MONTH DEVOTED; 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE Rotary Club of Austin Westlake � whether the business is investment-related; No � the nature of the other business; Service Club � your position;Service Chair � title, or relationship with the other business; � the start date of your relationship; I've been in the club since 2015 � the approximate number of hours/month you devote to the other business; 8 � the number of hours you devote to the other business during securities trading hours; 4 � and briefly describe your duties relating to the other business; I help coordinate service projects Eanes Endowment � whether the business is investment-related; It is an non-profit that supports the local school district foundation (Eanes Education Foundation) � the address of the other business; � the nature of the other business; � your position; Treasurer � title, or relationship with the other business; � the start date of your relationship; We started the endowment in 2016 � the approximate number of hours/month you devote to the other business; 1 � the number of hours you devote to the other business during securities trading hours; 0 � and briefly describe your duties relating to the other business; Treasurer
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Glenn Weeks's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
February 3, 2015 - Present
ATX PORTFOLIO ADVISORS, LLC
Office #1: 500 N Capital Of Texas Hwy Building 8 -100, Austin, TX 78746RIA
CRD#: 173821
Austin, TX
Past
June 30, 1998 - September 18, 2014
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AUSTIN, TX
Past
August 3, 1993 - September 15, 2014
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
AUSTIN, TX
Past
January 20, 1993 - July 16, 1993
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/3/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AP
ATX PORTFOLIO ADVISORS, LLC
ATX PORTFOLIO ADVISORS LLC | ATX PORTFOLIO ADVISORS, LLC
CRD#: 173821 / SEC#:
Texas
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Contact information
Main Address
500 N Capital Of Texas Hwy Building 8 -100, Austin, TX 78746
Mailing Address
Phone number
(512) 537-5955
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 79,780,713 |
Red Flags
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Company Information
ATX PORTFOLIO ADVISORS, LLC
CRD#: 173821Austin, TX 78746TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
