JW
JW

John Weber

22 Years of Experience
Wall, NJ
BrokerSells Insurance

John Weber is a registered investment advisor at LPL Financial LLC, based in Wall, NJ, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1821 Highway 71 Fl 3, Wall, NJ, 07719

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

John has a 2% ownership in Weber Wealth Management, LLC related to non-variable insurance. He also has 100% ownership in Weber Wealth Management, LLC as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLC
August 2018 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - August 2018 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
August 2007 - August 2018 · 11 yrs
NFP Advisor Services, LLC
August 2007 - September 2016 · 9 yrs 1 mo
1717 Capital Management Company
August 2004 - August 2007 · 3 yrs
1717 Capital Management CompanyBroker
August 2003 - August 2007 · 4 yrs
State Registrations25 states
AZCACOCTDEFLGAILMAMDMEMIMSNCNHNJNYOHORPASCTNTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Weber - Financial Advisor | TrueAdvisor