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Jennifer Legum Weber

Weber Asset Management, Inc.

Lake Success, NY

CRD 5196381

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Employer firm

Weber Asset Management, Inc. CRD 106267

$652M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Weber Asset Management, Inc.

3000 Marcus Ave Suite 3E10, Lake Success, NY 11042 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-01
TX RA APPROVED 2025-11-07
NY RA APPROVED 2025-10-27
  • GA RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-11-07
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

3000 Marcus Ave Suite 3E10, Lake Success, NY 11042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Atlanta GA 10/2012 01/2018
Weber Asset Management, Inc. New Hyde Park NY 02/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-27
  • S66 Uniform Combined State Law Examination
    2013-12-27
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Legum
  • Jennifer Legum
  • Jennifer Michelle Legum

View on SEC IAPD

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