James Andrew Weber
Investment adviser representative at Compass Financial Advisors LLC
18 yearsExperience
1 stateRegistered in
$282.5MFirm assets
27 yearsFirm in business
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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
Experience
18 years in the industry.
- Compass Financial Advisors LLCMay 2023 to now
- Ausdal Financial PartnersMay 2023 to now
- Ameriprise Financial Services, LLCNov 2021 to May 2023
- Varsity TutorsSep 2021 to May 2023
- J.P. Morgan Securities LLCDec 2018 to Nov 2021
- Dick's Sporting GoodsMay 2017 to Dec 2017
- JPMorgan Chase Bank, N.A.Jan 2017 to Dec 2018
- Mike's CarwashJun 2016 to Jan 2017
- Fort Wayne Diamondbacks / Diamond Baseball and Softball AcademyDec 2008 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Compass Financial Advisors LLC
$282.5MAssets managed
659Clients
7Advisers
27 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
- 7054819
- Firm CRD
- 109131