James M. Weeks

ALLEGIANCE FINANCIAL PLANNING

EAGLE, ID 83616

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CRD#: 4417014

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.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Business name: Allegiance Financial Planning, LLC Investment-Related: No Address: 5740 W Polecat Drive Eagle, ID 83616 Nature of Business: Tax Preparation for Individuals and Small Business Your Position: Principal Relationship with Other Business: Added Service for Financial Planning Clients Start Date of Relationship: 04-14-2025 Approximate Hours Per Week: 10 Hours Devoted During Security Trading Hours: 0 Duties: Tax Preparation Nature of business: e.g., Provides individual and small business tax return preparation services Start date Estimated hours per month Whether this business is investment-related (usually no) Whether you're compensated (usually yes) Whether the firm has been notified and approved this OBA (must be yes if you're an IAR)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Matthew 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: 2007

Experience

Current

June 9, 2025 - Present

ALLEGIANCE FINANCIAL PLANNING

Office #1: 5740 W Polecat Drive, Eagle, ID 83616

RIA

CRD#: 335604

EAGLE, ID

Past

September 23, 2022 - February 29, 2024

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

SECAUCUS, NJ

Past

June 30, 2022 - May 31, 2023

ALLEGIANCE FINANCIAL PLANNING

RIA

CRD#: 312996

STAR, ID

Past

July 7, 2015 - September 14, 2015

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DENVER, CO

Past

January 11, 2012 - March 1, 2012

LOTUSGROUP ADVISORS

RIA

CRD#: 143379

DENVER, CO

Past

December 3, 2010 - August 31, 2012

WEEKS FINANCIAL PLANNING, LLC

RIA

CRD#: 154766

LITTLETON, CO

Past

November 28, 2007 - July 29, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BROOMFIELD, CO

Past

November 21, 2007 - July 28, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BROOMFIELD, CO

Past

May 16, 2007 - August 3, 2007

NATIONAL PLANNING CORPORATION

CRD#: 29604

GRASSVALLEY, CA

Past

October 20, 2006 - December 5, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

WESTMINSTER, CO

Past

October 20, 2006 - December 5, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

WESTMINSTER, CO

Past

September 23, 2004 - October 2, 2006

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

ST. LOUIS, MO

Past

September 23, 2004 - October 2, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

December 10, 2003 - August 23, 2004

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

LONE TREE, CO

Past

November 21, 2003 - August 23, 2004

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

July 25, 2001 - October 1, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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

Idaho
(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

State Security Law Exam

IAR

Series 66

Date: 12/9/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/31/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/23/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLEGIANCE FINANCIAL PLANNING

ALLEGIANCE FINANCIAL PLANNING | ALLEGIANCE FINANCIAL PLANNING, LLC

CRD#: 335604 / SEC#:

Idaho

Registered Investment Advisory firm - (5/1/2025 Approved)

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Contact information

Main Address

5740 W Polecat Drive, Eagle, ID 83616

Mailing Address

5740 W Polecat Dr, Eagle, ID 83616

Phone number

(208) 996-7323

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

James M. Weeks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Matthew Weeks's CRS (Customer Relationship Summary).

Certified licenses

Experience

ERNST & YOUNG INVESTMENT ADVISERS LLP

ALLEGIANCE FINANCIAL PLANNING

PERSONAL CAPITAL ADVISORS CORPORATION

LOTUSGROUP ADVISORS

WEEKS FINANCIAL PLANNING, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NATIONAL PLANNING CORPORATION

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

TIAA-CREF TRUST COMPANY, FSB

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2003

Series 63

Date: 7/31/2001

Series 7

Date: 11/20/2003

Series 6

Date: 7/23/2001

Current Firm

ALLEGIANCE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

ALLEGIANCE FINANCIAL PLANNING

TRUST BUT VERIFY

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