Phillip J. Weber

ZEIT CAPITAL ADVISORS

Greenwood Village, CO

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CRD#: 3100278

Professional summary

Phillip Jason Weber, CFP®, who also goes by Phil Jason Weber, is a registered financial advisor currently at ZEIT CAPITAL ADVISORS located in Greenwood Village, Colorado.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Phillip has worked at 3 firms and has passed the Series 63, Series 65, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil Jason Weber

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 Phillip Jason Weber's CRS (Customer Relationship Summary).

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: 2004

Experience

Current

November 13, 2009 - Present

ZEIT CAPITAL ADVISORS

RIA

CRD#: 150149

Greenwood Village, CO

Past

August 11, 2006 - December 2, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

August 11, 2006 - December 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

Past

November 3, 1998 - August 14, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SEATTLE, WA

Past

September 16, 1998 - August 14, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZEIT CAPITAL ADVISORS

ZEIT CAPITAL | ZEIT CAPITAL LLC | ZEIT CAPITAL ADVISORS | ZEIT CAPITAL ADVISERS

CRD#: 150149 / SEC#: 801-121663

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

California

Registered Investment Advisory firm - (12/31/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2021 Terminated)

Washington

Registered Investment Advisory firm - (1/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(8/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/20/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/29/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 10/16/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/15/1998

General Securities Representative Examination

Current Firm

ZEIT CAPITAL ADVISORS

ZEIT CAPITAL | ZEIT CAPITAL LLC | ZEIT CAPITAL ADVISORS | ZEIT CAPITAL ADVISERS

CRD#: 150149 / SEC#: 801-121663

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

California

Registered Investment Advisory firm - (12/31/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2021 Terminated)

Washington

Registered Investment Advisory firm - (1/14/2022 Terminated)

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Contact information

Main Address

Greenwood Village, CO

Mailing Address

4950 S Yosemite St. Ste F2, Pmb #311, Greenwood Village, CO 80111

Phone number

(206) 713-9655

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZEIT CAPITAL FORM ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 143,650,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Phillip J. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Jason Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ZEIT CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/1998

Series 65

Date: 9/29/1998

Series 31

Date: 10/16/1998

Series 7

Date: 9/15/1998

Current Firm

ZEIT CAPITAL ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZEIT CAPITAL ADVISORS

TRUST BUT VERIFY

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