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Jeffrey Glenn Weeks
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Jeffrey G. Weeks

ATX PORTFOLIO ADVISORS
AUSTIN, TX 78746
CRD#: 2216960
Jeffrey Glenn Weeks
AdvisorCheck Check Mark
Jeffrey Glenn WeeksATX PORTFOLIO ADVISORS

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.

At a Glance

Always Fiduciary

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.

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.
The advisor shows no other business activity.

Blog Corner

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®

Certified Financial Planner

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 78746
RIA
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
IAR
Series 65
Date: 7/1/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/15/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/18/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/17/2001
General Securities Sales Supervisor - Options Module Examination

Current Firm

AP
ATX PORTFOLIO ADVISORS, LLC
ATX PORTFOLIO ADVISORS LLC | ATX PORTFOLIO ADVISORS, LLC

CRD#: 173821 / SEC#:

Texas
Registered Investment Advisory firm - (2/3/2015 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts73
AUM (Assets Under Management)$ 93,508,548

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATX PORTFOLIO ADVISORS, LLC

CRD#: 173821Austin, TX 78746

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