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Jeffrey John Weston

Performance Trust Capital Partners, LLC

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About Jeffrey John Weston

Jeffrey John Weston is a registered representative with Performance Trust Capital Partners, LLC. Jeffrey has been in the securities industry since August 7, 2002. Jeffrey is registered in 20 states and holds the Series 7 and Series 66 licenses as well as the SIE. Jeffrey was previously registered with COUNTRYWIDE SECURITIES CORPORATION and BETZOLD RESEARCH AND TRADING, INC.

Firm Information

Jeffrey Weston is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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 Weston’s Registration & Firm History

IL

08/12/2008 - Present

Performance Trust Capital Partners, LLC (WHEATON IL)

IL

10/14/2004 - 08/12/2008

COUNTRYWIDE SECURITIES CORPORATION (CHICAGO IL)

IL

08/08/2002 - 10/18/2004

BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey John Weston.
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