Jeffrey Williamson Weber

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2001 → 12/2019
  Brandes Investment Partners
  San Diego, CA
• 04/2020 → Present
  Lpl Financial
  San Diego, CA
• 12/2019 → 04/2020
  Unemployed
  San Diego, CA
• 07/2024 → Present
  Lpl Enterprise Llc
  Fort Mill, SC

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  1996-05-01

Designations

• Chartered Financial Analyst