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Jeffrey Allen Weaver

J.p. Morgan Institutional Investments Inc.

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About Jeffrey Allen Weaver

Jeffrey Allen Weaver is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey Weaver is currently registered with J.P. Morgan Institutional Investments Inc. Prior to joining J.P. Morgan Institutional Investments Inc. in 2017, Jeffrey Weaver was a financial advisor with Allianz Global Investors Distributors LLC, Ameritas Investment Corp., Newport Group Securities, Inc., and LaSalle St Securities, L.L.C. Jeffrey Weaver holds a variety of licenses and certifications, including Series 3, 7, 30, 31, and 66.

Firm Information

Jeffrey Weaver is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

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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Jeffrey Weaver’s Registration & Firm History

NY

04/24/2017 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

07/24/2012 - 04/26/2017

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NE

05/29/2008 - 07/23/2012

AMERITAS INVESTMENT CORP. (LINCOLN NE)

FL

09/21/2006 - 09/14/2007

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

FL

04/17/2006 - 04/25/2006

LASALLE ST SECURITIES, L.L.C. (ST. PETERSBURG FL)

FL

02/18/2004 - 04/17/2006

LASALLE ST SECURITIES, L.L.C. (ST. PETERSBURG FL)

NY

03/02/2001 - 06/21/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 02/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2018

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2018

Series 3 - National Commodity Futures Examination

BC

Issued 03/30/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 03/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Allen Weaver.
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