Unclaimed
John W Weber is an investment advisor representative with LPL Financial LLC. John has been in the industry since August 6, 2003. John is licensed to conduct business in several states including New Jersey, Texas, and many others. John W Weber is registered to provide investment advice in New Jersey and is also registered as a broker-dealer in New Jersey. John's firm, LPL Financial LLC, is a national firm with a broad range of services, including financial planning, investment management, and insurance products. The firm has over $50 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/15/2024 - Present
LPL Financial LLC (WALL NJ)
NJ
08/10/2007 - 08/09/2018
KESTRA INVESTMENT SERVICES, LLC (WALL NJ)
NJ
08/06/2003 - 08/13/2007
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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