Unclaimed Profile

Jeffrey Steven Weglarz

GOLDSTONE FINANCIAL GROUP, LLC·OAKBROOK TERRACE, Illinois

SIE, Series 4, Series 6, Series 7, Series 24, Series 53, Series 63, Series 66Clean record15 years registeredGOLDSTONE FINANCIAL GROUP, LLC

18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 5228771Firm CRD# 222520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Steven Weglarz · OAKBROOK TERRACE, IL

Registration

CRD #5228771 · GOLDSTONE FINANCIAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOLDSTONE FINANCIAL GROUP, LLC

GOLDSTONE FINANCIAL GROUP, LLC

Sep 2018 – Jan 2026

OAKBROOK TERRACE, IL

WORLD EQUITY GROUP, INC.

Jan 2011 – May 2018

ARLINGTON HEIGHTS, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 11, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOLDSTONE FINANCIAL GROUP, LLC

CRD 222520 · SEC 801-99350

AUM

$755M

Regulatory assets under management

Employees

3,576 client accounts

Services offered by GOLDSTONE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOLDSTONE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Steven Weglarz offer?

Jeffrey Steven Weglarz specializes in Financial Planning, Investment Management.

What are Jeffrey Steven Weglarz's credentials?

Jeffrey Steven Weglarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Steven Weglarz located?

Jeffrey Steven Weglarz is based in OAKBROOK TERRACE, Illinois, last registered with GOLDSTONE FINANCIAL GROUP, LLC.

How does Jeffrey Steven Weglarz charge for services?

Jeffrey Steven Weglarz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDSTONE FINANCIAL GROUP, LLC?

GOLDSTONE FINANCIAL GROUP, LLC has approximately 12 employees and manages $755M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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