ADVISOR BIO

Jeffrey Thacher Weekes is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Morgan Stanley. Jeffrey has held previous roles at CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. and E. F. HUTTON & COMPANY INC..

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ADVISOR BIO

Jeffrey K Peng is a registered Investment Advisor Representative with 1919 Investment Counsel, LLC. Jeffrey has been with 1919 Investment Counsel, LLC since July 2007 and is located in their Philadelphia, PA office. 1919 Investment Counsel, LLC is an investment advisory firm that provides financial planning, portfolio management, and selection of other advisors. Jeffrey has a professional designation of Chartered Financial Analyst.

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ADVISOR BIO

Jeffrey Johnson is an investment advisor representative with Pacer Advisors, Inc., an investment advisor firm. Jeffrey has been in the industry since 2009, and is registered with the state of Pennsylvania. Jeffrey is a Series 7, Series 24, Series 26, and Series 66 licensed advisor. Pacer Advisors, Inc. specializes in providing investment advisory services to investment companies and pooled investment vehicles.

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ADVISOR BIO

Jeffrey Ladouceur is an investment advisor representative with SEI Investments Management Corp. based in Oaks, PA. Jeffrey has been in the industry since September 1999. Jeffrey Ladouceur is registered with the state of Pennsylvania and 21 other states as an investment advisor. Jeffrey holds a Series 65 license. Jeffrey's specialties include financial planning, portfolio management, and educational seminars. Jeffrey specializes in working with high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations, and individuals.

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ADVISOR BIO

Jeffrey Mark Levinsohn is a financial advisor at Morgan Stanley. Jeffrey has been in the financial industry since February 2006. Jeffrey is licensed to provide financial advice in 39 states. In addition to his work at Morgan Stanley, Jeffrey serves as a Board Member on the Investment Committee for Settlement Music School.

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ADVISOR BIO

Jeffrey Elder Wherry is a financial professional with over 25 years of experience in the industry. Jeffrey is a Certified Financial Planner and Chartered Financial Consultant, and is currently registered with MAI Capital Management, LLC. Jeffrey is a registered representative in New York, Pennsylvania, and Texas. Jeffrey has a broad range of experience working with individual investors, families, and businesses. Jeffrey has also been involved in the sale of fixed insurance products.

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ADVISOR BIO

Jeffrey Muhlenkamp is a Chartered Financial Analyst registered with Muhlenkamp & Co. Inc. in Wexford, Pennsylvania. Jeffrey Muhlenkamp is registered as an Investment Advisor Representative (IAR) and provides investment advice to a range of clients, including corporations, individuals, charitable organizations, and investment companies. Jeffrey Muhlenkamp provides investment advice in a variety of areas, including financial planning, portfolio management for businesses and individuals, and the publication of financial periodicals. Jeffrey Muhlenkamp has been with Muhlenkamp & Co. Inc. since September 2008.

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ADVISOR BIO

Jeffrey Goyette is an investment advisor representative at Dakota Wealth, LLC. Jeffrey has been in the financial services industry since 1994. He has a Series 6, 7, 31 and 63 licenses as well as a Series 65. Jeffrey has experience in various investment areas including financial planning, portfolio management, and pension consulting. He works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and investment companies. Jeffrey is also licensed in Pennsylvania and South Carolina.

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ADVISOR BIO

Jeffrey Kenneth Merten is a financial advisor with over 20 years of experience in the industry. Jeffrey has been a registered representative with Morgan Stanley since June 2009. Prior to that, Jeffrey was employed at Citigroup Global Markets Inc, Pershing LLC and Lockwood Financial Services Inc. Jeffrey is licensed to provide investment advice in 53 states and the District of Columbia. Jeffrey specializes in providing financial planning, investment management, and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Jeffrey Wildermuth is a Registered Investment Advisor Representative associated with Assetmark, Inc. Jeffrey has been in the financial services industry since 1999 and is a licensed investment advisor in Pennsylvania. Jeffrey's previous roles include a position with SEI INVESTMENTS DISTRIBUTION CO. and FORUM FUND SERVICES, LLC. Jeffrey Wildermuth has completed the Series 6, 7, 63 and 65 exams. Jeffrey Wildermuth is currently employed by Assetmark, Inc. in State College, PA.

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