Jeff David Weber

Current Employers

Employment History

• 02/2015 → Present
  Lpl Financial Llc
  Burlingame, CA
• 06/2019 → 07/2022
  Titus Wealth Management
  Burlingame, CA
• 07/2022 → Present
  Wcg Wealth Advisors, Llc
  Burlingame, CA

Previous Registrations

• 2016-06-27 → 2022-09-01
  Titus Wealth Management
  San Mateo, CA
• 2003-01-03 → 2015-02-10
  Osaic Fa, Inc.
  San Mateo, CA
  San Mateo, CA

Other Businesses

1. 2/6/2015: No Business Name - Investment Related - 445 Island Ave, Unit 325, San Diego, CA 92101 - Real Estate Rental - 1% Time Spent - Owner of real estate rental. 2. 3/23/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/01/2002 - 2 Hours Per Month During Securities Trading - Selling fixed insurance. 3. 2/19/2021 - No Business Name - Investment Related - Millbrae, CA 94030 - Real Estate Rental - Owner - Started 02/20/2021 - 3 Hours Per Month/0 Hours During Securities Trading. 4. 08/02/2022 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 06/15/2022 - 180 Hours Per Month/60 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC (DBA The Wealth Consulting Group) an independent investment advisor firm. I started this activity in 7/2022. i expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 08/02/2022 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 06/15/2022 - 180 Hours Per Month/60 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2022. i expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov./IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-29

Designations