Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Jeffers Wellington is an investment advisor representative with Dimensional Fund Advisors LP. Weston has been in the financial services industry since 1976 and holds the Series 7, Series 5, Series 63, and Series 65 securities licenses. Weston has been registered with Dimensional Fund Advisors LP since 2015 and has held previous registrations with Linsco/Private Ledger Corp., Linsco Financial Group, Inc., Homans, McGraw, Trull, Valeo & Co., Inc., McGraw,Valeo & Co., Inc., Smith Barney, Harris Upham & Co., Incorporated, Bache Halsey Stuart Shields Incorporated, Bache Halsey Stuart Inc., and Bache & Co., Incorporated. Weston is currently licensed in 52 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
07/31/2015 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
SC
12/16/1989 - 03/02/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/09/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
10/10/1985 - 09/11/1986
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
NA
06/14/1984 - 10/10/1985
MCGRAW,VALEO & CO., INC.
NA
11/13/1979 - 05/01/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/16/1977 - 12/25/1979
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
05/22/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 07/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/17/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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