JW
Jeffrey S. Weberg
AE WEALTH MANAGEMENT
Burr Ridge, IL 60527
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CRD#: 6991611
JW
Professional summary
Jeffrey S Weberg, who also goes by Jeff Weberg, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Burr Ridge, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Weberg
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.
1.)SEYLLER FINANCIAL GROUP, LLC; INVESTMENT-RELATED; 185 BUCKLEY DR., SUITE A ROCKFORD, IL 61107; INSURANCE SALES AND SERVICE; INSURANCE AGENT; 7/2018; 160 HOURS PER MONTH; 160 HOURS PER MONTH; SELL LIFE AND HEALTH INSURANCE PRODUCTS AND PREPARE TAX RETURNS 2.)BOYS AND GIRLS CLUB; NON-INVESTMENT-RELATED; 1040 N. 2ND ST, ROCKFORD, IL 61107; RECREATION; BOARD MEMBER; START DATE 07/01/2020; 2 HRS PER MONTH; 2 HRS DURING TRADING HRS. 3.)TAX SERVICES POSITION: CPA, Financial Advisor NATURE: Tax return services INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 185 Buckley Dr. Suite A, Rockford IL 61107, United States DESCRIPTION: I perform tax returns for people that need them done.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey S Weberg'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®
NoneExperience
Current
July 25, 2018 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 1333 Burr Ridge Pkwy #200, Burr Ridge, IL 60527Office #2: 185 Buckley Dr Ste A, Rockford, IL 61107Office #3: 645 3rd St., Beloit, WI 53545RIA
CRD#: 282580
Burr Ridge, IL
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Illinois(7/25/2018)
IAR
Wisconsin(4/11/2024)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
