Jeffrey Weber, CRCP®, CLU®, ChFC®, RICP®
Jeff earned a BA in Insurance from Illinois Wesleyan University. He has earned multiple FINRA registrations, including FINRA 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®).
In 2019 Jeff was a recipient of one of FINRA’s 5 Small Firm Scholarships to attend their 2020 Certified Regulatory Compliance Professional Program held at Georgetown University’s McDonough School of Business. Due to the COVID restrictions in place during 2020, the program was canceled. Jeff completed the program and earned his CRCP® Designation in 2021.
In June 2025 Jeff represented all FINRA small firms on FINRA’s live webinar entitled, Elder Financial Fraud: Identifying, Preventing, and Reporting as a Financial Professional, conducted and recorded at FINRA’s Washington, DC office in conjunction with World Elder Abuse Awareness Day.
Jeff has been in the securities industry for 30 years, serving as Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, and Designated Supervisory Principal at several firms.
Jeff and his wife live in the area. He enjoys swimming, building Legos, and cooking, especially making desserts.
