Jane Weekley
Jane Weekley is a registered investment advisor at Cetera Investment Advisers LLC, based in Lewisville, TX, with 27 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lewisville, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jane operates as a financial advisor under the DBA Aspect Wealth Management, providing wealth management services to clients of the firm since 2003. This activity takes nearly all of Jane's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Presidio Financial Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
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