James Matthew Weeks
CFP®Professional Summary
James Matthew Weeks, CFP® is a registered financial advisor currently at ALLEGIANCE FINANCIAL PLANNING located in Eagle, Idaho. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. James has worked at 14 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ALLEGIANCE FINANCIAL PLANNING | ALLEGIANCE FINANCIAL PLANNING, LLC
Contact Information
Main Address
5740 W Polecat Drive, Eagle, ID 83616Mailing Address
5740 W Polecat Dr, Eagle, ID 83616Phone Number
(208) 996-7323# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(6/9/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Matthew Weeks's CRS (Customer Relationship Summary).
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