Jeffrey Weber, CRCP®, CLU®, ChFC®, RICP®

As Chief Compliance Officer, Jeffrey L. Weber, CRCP®, CLU®, ChFC®, RICP® is an integral part of the Compliance & Standards Team, working to uphold the high standards the firm has for itself and its partners. He is responsible for reviewing and opening new accounts submitted by our advisors, among numerous 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®). In 2021, he successfully completed FINRA’s Certified Regulatory Compliance Professional Program through Georgetown University’s McDonough School of Business, earning the CRCP® Designation. Jeff has been in the securities industry for 29 years, serving as Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, and Designated Supervisory Principal at several firms.

Jeff lives in the area with his wife. He enjoys swimming and cooking, especially making desserts.