Jeffrey A. Weaver
Professional summary
Jeffrey Allen Weaver, CIMA®, who also goes by Jeff Weaver, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Allen Weaver's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 24, 2017 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 277 Park Ave, New York, NY 10172July 24, 2012 - April 26, 2017
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
April 14, 2009 - July 23, 2012
AMERITAS INVESTMENT COMPANY, LLC
May 29, 2008 - July 23, 2012
AMERITAS INVESTMENT COMPANY, LLC
February 22, 2007 - September 14, 2007
NEWPORT GROUP SECURITIES, INC.
September 21, 2006 - September 14, 2007
NEWPORT GROUP SECURITIES, INC.
April 17, 2006 - April 25, 2006
LASALLE ST SECURITIES, L.L.C.
February 18, 2004 - April 17, 2006
LASALLE ST SECURITIES, L.L.C.
March 9, 2001 - June 21, 2002
MORGAN STANLEY DW INC.
March 2, 2001 - June 21, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/24/2017)
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Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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