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Jeff David Weber

THE Wealth Consulting Group

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About Jeff David Weber

Jeff David Weber is a financial advisor with over 20 years of experience in the industry. Jeff is currently registered with The Wealth Consulting Group, a firm that manages over $5 billion in assets. Jeff works with a variety of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeff provides financial planning and investment advisory services, including portfolio management for individuals. Jeff is also a Certified Financial Planner (CFP®).

Firm Information

Jeff Weber is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeff Weber’s Registration & Firm History

CA

07/29/2022 - Present

THE Wealth Consulting Group (BURLINGAME CA)

CA

07/24/2002 - 02/10/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN MATEO CA)

IN

07/24/2002 - 05/19/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 07/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff David Weber.
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