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Jeffrey Glenn Weeks

ATX Portfolio Advisors, LLC

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About Jeffrey Glenn Weeks

Jeffrey Glenn Weeks is a financial advisor with over 30 years of experience. Jeffrey Weeks is currently registered with ATX Portfolio Advisors, LLC, and holds a Series 7, Series 10, Series 9, and Series 63 licenses. Previously, Jeffrey Weeks worked as a financial advisor for Fidelity Brokerage Services LLC and Edward D. Jones & Co., L.P. Jeffrey Weeks specializes in providing financial planning, portfolio management for individuals and businesses. ATX Portfolio Advisors, LLC manages approximately $80,639,483 in assets for 289 clients, with 221 accounts under discretionary management.

Firm Information

Jeffrey Weeks is currently registered with ATX Portfolio Advisors, LLC. ATX Portfolio Advisors, LLC is an investment advisory firm headquartered in Austin, Texas. The firm provides financial planning, portfolio management for individuals and businesses. ATX Portfolio Advisors manages approximately $80 million in assets for clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$80.64M

Assets Under Management

14

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jeffrey Weeks’s Registration & Firm History

TX

02/03/2015 - Present

ATX Portfolio Advisors, LLC (AUSTIN TX)

TX

08/03/1993 - 09/15/2014

FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)

MO

01/20/1993 - 07/16/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/17/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/15/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Glenn Weeks.
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