Jeff Weeks, CFP®

Jeff Weeks, CFP®

Infantry Officer

Followers of Jeff Weeks, CFP®1000 followers
location of Jeff Weeks, CFP®Austin, Texas, United States

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  • Timeline

  • About me

    Principal, ATX Portfolio Advisors®| Accountable Wealth Management

  • Education

    • Texas A&M University

      1986 - 1990
      BA
  • Experience

    • Us Army Reserves

      Jan 1990 - Jan 1999
      Infantry Officer
    • Edward Jones

      Jan 1992 - Jul 1993
      Investment Representative
    • Fidelity Investments

      Jul 1993 - Sept 2014
      Vice President

      Led Fidelity's Personal Investments business in Central Texas.

    • ATX Portfolio Advisors®

      Oct 2014 - now
      Principal
  • Licenses & Certifications

    • Certified Financial Planner TM

      CFP Board
    • Series 65

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Board Member

      Issued by Eanes Education Foundation on May 2008
      Eanes Education FoundationAssociated with Jeff Weeks, CFP®
    • Member

      Issued by Rotary International on Oct 2015
      Rotary InternationalAssociated with Jeff Weeks, CFP®
    • Board Member

      Issued by Western Hills Girls Softball on Jan 2015
      Western Hills Girls SoftballAssociated with Jeff Weeks, CFP®