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Phillip Jason Weber

Zeit Capital Advisors

Greenwood Village, CO

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Current Employers
Zeit Capital Advisors

Greenwood Village, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-19
  • CO RA
    APPROVED
    Since 2026-05-19

Branch Locations

Greenwood Village, CO • 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
Zeit Capital Advisors Seattle WA 11/2009 02/2017
Zeit Capital Advisors Greenwood Village CO 02/2017 Present
Previous Registrations
  • 2006-08-11 → 2009-12-02
    Ubs Financial Services Inc.
    Seattle, WA
  • 1998-11-03 → 2006-08-14
    Morgan Stanley Dw Inc.
    Seattle, WA
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-20
S65 Uniform Investment Adviser Law Examination 1998-09-29
  • S63 Uniform Securities Agent State Law Examination
    1998-10-20
  • S65 Uniform Investment Adviser Law Examination
    1998-09-29
Designations
Other Names
  • Phil Jason Weber

View on SEC IAPD

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