Jennifer L. Weber

WEBER ASSET MANAGEMENT

LAKE SUCCESS, NY 11042

Some features on this profile are disabled

CRD#: 5196381

Professional summary

Jennifer Legum Weber, CFP®, who also goes by Jennifer Michelle Legum, Jennifer Legum, Jennifer Legum, is a registered financial advisor currently at WEBER ASSET MANAGEMENT, INC. located in Lake Success, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jennifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Michelle Legum | Jennifer Legum | Jennifer Legum

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 Jennifer Legum 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: 2015

Experience

Current

October 27, 2025 - Present

WEBER ASSET MANAGEMENT, INC.

Office #1: 3000 Marcus Ave Suite 3e10, Lake Success, NY 11042

RIA

CRD#: 106267

LAKE SUCCESS, NY

Past

January 2, 2014 - January 10, 2018

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

October 19, 2012 - January 10, 2018

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

July 11, 2007 - March 1, 2012

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

WEBER ASSET MANAGEMENT, INC.

CRD#: 106267 / SEC#: 801-42886

RIA

Registered Investment Advisory firm - (1/12/1993 Approved)

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

New York
(10/27/2025)

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: 12/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2007

General Securities Representative Examination

Current Firm

WEBER ASSET MANAGEMENT, INC.

CRD#: 106267 / SEC#: 801-42886

RIA

Registered Investment Advisory firm - (1/12/1993 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3000 Marcus Ave Suite 3e10, Lake Success, NY 11042

Mailing Address

Phone number

(516) 326-3299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEBER ASSET MANAGEMENT INC. (8/20/2025)

Regulatory assets under management

Total Number of Accounts	743
AUM (Assets Under Management)	$ 582,864,552

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.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer L. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Legum Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBER ASSET MANAGEMENT, INC.

MORGAN STANLEY

MORGAN STANLEY

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

WEBER ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/2013

SIE

Date: 1/10/2018

Series 7

Date: 7/10/2007

Current Firm

WEBER ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEBER ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors