Jeffrey Lee Weber

Employer firm

Midwestern Securities Trading Company, LLC CRD 101080

$1.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PORTFOLIO MANAGEMENT FOR 401(K) RETIREMENT PLANS DEFINED IN SECTION 3(38) OF ERISA RULES

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

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

Current Employers

Employment History

• 10/2008 → 11/2016
  Questar Asset Management
  Minneapolis, MN
• 10/2008 → 11/2016
  Questar Capital Corporation
  Minneapolis, MN
• 04/2017 → Present
  Midwestern Securities Trading Company, Llc
  East Peoria, IL
• 08/2008 → 03/2017
  Quest Financial Services
  Terre Haute, IN

Previous Registrations

• 2008-10-03 → 2016-12-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Terre Haute, IN
• 2008-04-21 → 2008-09-12
  Capital Advisors, Inc.
  Sullivan, IN
  Sullivan, IN
  Newburgh, IN
  Boonville, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-24
• S63 Uniform Securities Agent State Law Examination
  1996-06-05

Designations

• Chartered Financial Consultant

Other Names

• Jeff Weber