Jeffrey Weeks (CFP®)

Jeffrey Weeks focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Additional Information

I received a BA from Texas A&M University and then served as an officer in the US Army Reserves.

My career began at Edward Jones. From there I moved to Fidelity Investments where over 21 years I worked as a Trader, a Financial Planning Consultant, and ultimately a Vice President, Senior Branch Manager.  I led several of their highest performing branch offices and was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas. 

Through the years, I have worked with thousands of investors. I have seen the joy of seeing many achieve their goals but also the anguish when a few have fallen short. From those experiences, I came to believe that client success is the only measure of my success.

NAPFA Start Date

May 01, 2017

Industry Start Date

January 02, 1992

This Office

401 Congress Ave Ste 1540 Austin, TX 78701-3851 Phone: (512) 537-5955