Jeffrey S Weberg
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Jeffrey S Weberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Tax ServicesJan 2019 to now
- Ae Wealth Management, LLCJul 2018 to now
- Seyller Financial Group, LLCJul 2018 to now
- Ingredion Inc.Jun 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6991611
- Firm CRD
- 282580