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Jennifer Legum Weber

WEBER ASSET MANAGEMENT, INC.·LAKE SUCCESS, New York
SIE, Series 7, Series 66CFPClean record12 years registeredWEBER ASSET MANAGEMENT, INC.
1983 MARCUS AVE, LAKE SUCCESS, NY 11042CRD# 5196381Firm CRD# 106267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Legum Weber · LAKE SUCCESS, NY
Registration
CRD #5196381 · WEBER ASSET MANAGEMENT, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

WEBER ASSET MANAGEMENT, INC.
Oct 2025 – present
MORGAN STANLEY
Jan 2014 – Jan 2018
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 2, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEBER ASSET MANAGEMENT, INC.
CRD 106267 · SEC 801-42886
AUM
$473M
Regulatory assets under management
Employees
6
726 client accounts
Services offered by WEBER ASSET MANAGEMENT, INC.
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 WEBER ASSET MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Jennifer Legum Weber offer?
Jennifer Legum Weber specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Jennifer Legum Weber's credentials?
Jennifer Legum Weber holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jennifer Legum Weber located?
Jennifer Legum Weber is based in LAKE SUCCESS, New York, working with WEBER ASSET MANAGEMENT, INC.. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does Jennifer Legum Weber charge for services?
Jennifer Legum Weber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEBER ASSET MANAGEMENT, INC.?
WEBER ASSET MANAGEMENT, INC. has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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