David Raymond Weimer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1999 → 04/2023
  Edward D. Jones & Co., L.P.
  Ashburn, VA
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Glenwood Springs, CO
• 04/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Glenwood Springs, CO
• 04/2023 → Present
  Weimer Wealth Management, Llc
  Glenwood Springs, CO

Previous Registrations

• 2007-02-14 → 2023-04-11
  Edward Jones
  Carbondale, CO

Other Businesses

(1)Name of Business: Weimer Wealth Management, LLC Address: 5317 County Road 154 Ste 204A, Glenwood Springs, CO, 81601-8610, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner - Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2007-02-08
• S63 Uniform Securities Agent State Law Examination
  1996-11-26

Other Names

• Dave Raymond Weimer