Jane H. Weber

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CRD#: 4050910

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jane Holt Weber, CFP® was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 2000. Jane had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Biography

Jane Holt Weber, Partner

Jane has close to 20 years of investment advisory experience, the lion's share of which has been with Bridgewater.  She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant.  Prior to becoming an advisor, Jane worked with museums and individuals as a Paintings Conservator.  She received her BA in Art History from Williams College, as well as an MA in Art History and a Diploma in Art Conservation from the Institute of Fine Arts, New York University, and she holds an MBA from Clark University.  A supporter of numerous human rights and environmental causes over the years, Jane is also a dedicated advocate for those living with disabilities and devoted to The Center For Discovery where her son has lived since 2004.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Estate Planning

Tax Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Charitable Giving

Estate & Generational Planning...

Investment Advice with Ongoing...

LGBT Couples and Families

Special Needs Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2012

Experience

Past

October 31, 2017 - November 20, 2024

BRIDGEWATER ADVISORS INC.

RIA

CRD#: 109826

NEW YORK, NY

Past

May 3, 2004 - January 13, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

May 17, 2000 - January 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

BRIDGEWATER ADVISORS INC.

CRD#: 109826 / SEC#: 801-48380

RIA

Registered Investment Advisory firm - (1/1/1995 Approved)

California

Registered Investment Advisory firm - (5/15/2001 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 66

Date: 6/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/2000

General Securities Representative Examination

Current Firm

BRIDGEWATER ADVISORS INC.

CRD#: 109826 / SEC#: 801-48380

RIA

Registered Investment Advisory firm - (1/1/1995 Approved)

California

Registered Investment Advisory firm - (5/15/2001 Cancelled)

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Contact information

Main Address

600 Fifth Avenue 26th Floor, New York, NY, 10020

Mailing Address

Phone number

(212) 221-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIDGEWATER ADVISORS BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	2,619
AUM (Assets Under Management)	$ 2,136,285,351

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/19/2025	Cover Page	Report
09/25/2024	Cover Page	Report
01/02/2024	Cover Page	Report

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Jane H. Weber

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRIDGEWATER ADVISORS INC.

CHASE INVESTMENT SERVICES CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BRIDGEWATER ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2000

Series 7

Date: 5/16/2000

Current Firm

BRIDGEWATER ADVISORS INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIDGEWATER ADVISORS INC.

TRUST BUT VERIFY

Contact information

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