Jeff Weeks (CFP®)
Jeff Weeks focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
Additional Information
I received a BA from Texas A&M University and then served as an officer in the US Army Reserves.
My career began at Edward Jones. From there I moved to Fidelity Investments where over 21 years I worked as a Trader, a Financial Planning Consultant, and ultimately a Vice President, Senior Branch Manager. I led several of their highest performing branch offices and was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas.
Through the years, I have worked with thousands of investors. I have seen the joy of seeing many achieve their goals but also the anguish when a few have fallen short. From those experiences, I came to believe that client success is the only measure of my success.
NAPFA Start Date
May 01, 2017
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