Joseph Russell Weidenburner

Employer firm

Aeternitas Investment Management, LLC CRD 338936

$173M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2012 → 12/2016
  Jrw Financial Llc
  Philadelphia, PA
• 03/2010 → 01/2017
  Defense Logistics Agency
  Philadelphia, PA
• 01/2017 → Present
  Apex Financial Advisors, Inc.
  Yardley, PA
• 07/2025 → Present
  Weidenburner Legacy Law, Pllc
  Warminster, PA
• 09/2025 → Present
  Aeternitas Investment Management, Llc
  Yardley, PA

Previous Registrations

• 2017-01-23 → 2025-12-23
  Apex Financial Advisors, Inc
  Yardley, PA
• 2013-03-19 → 2016-12-27
  Jrw Financial Llc
  Glenside, PA

Other Businesses

Managing member of Weidenburner Legacy Law, PLLC, an estate planning law practice. Begin date July 2025. 5 hours per month. None during securities trading hours. Sole member and attorney. Currently COO/CIO of Apex Financial Advisors, Inc., an SEC registered investment adviser, for which I am an IAR. 85 S. Main St, Yardley PA 19067. Investment-related business to which I commit 40 hours per week, including during securities trading hours, and for which I manage operations and oversee investment activities. Begin date January 2017.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-01