As Compliance Officer, Jeffrey L. Weber, CLU®, ChFC®, RICP® is an integral part of the Compliance Department, working to uphold the high standards the firm has for itself and its partners. He is responsible for reviewing and opening all new accounts submitted by our Advisors, among other duties.
Jeff earned a BA in Insurance from Illinois Wesleyan University. He has earned multiple FINRA registrations, including Series 7, 24, 27, 53, 63 and 65; as well as state Life and Health Insurance licenses. He also holds several professional designations through The American College in Bryn Mawr, Pa.: Chartered Life Underwriter (CLU®); Chartered Financial Consultant (ChFC®); and Retirement Income Certified Professional (RICP®). He has been in the securities industry for 21 years, serving as Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, and Designated Supervisory Principal at several firms.
Jeff grew up in Peoria and still lives in the area with his wife and daughter. He enjoys swimming and making desserts. He attends Riverside Community Church.
Contact Jeff at firstname.lastname@example.org.