James Edward Weger

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2016 → 10/2016
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2016 → 10/2019
  First Command Financial Planing, Inc.
  Fort Worth, TX
• 11/2016 → 10/2019
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2016 → 10/2019
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 11/2019 → Present
  Prudential Insurance Company Of America
  St Louis, MO
• 11/2019 → 11/2024
  Pruco Securities, Llc.
  St Louis, MO
• 11/2024 → Present
  Lpl Enterprise, Llc
  St. Louis, MO

Previous Registrations

• 2019-11-19 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis, MO
  Chesterfield, MO
• 2016-11-01 → 2019-10-24
  First Command Advisory Services
  Town And Country, MO
  Fort Worth, TX
  Town And Country, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-09-19

Other Names

• James Edward Weger