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Joseph Russell Weidenburner

APEX FINANCIAL ADVISORS, INC·YARDLEY, Pennsylvania
Series 65Clean record13 years registeredAPEX FINANCIAL ADVISORS, INC
85 SOUTH MAIN STREET, YARDLEY, PA 19067CRD# 6136484Firm CRD# 155210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Russell Weidenburner · YARDLEY, PA
Registration
CRD #6136484 · APEX FINANCIAL ADVISORS, INC · 13 years registered
Brand Profile
Not yet started
01

Career History

AETERNITAS INVESTMENT MANAGEMENT, LLC
Oct 2025 – present
APEX FINANCIAL ADVISORS, INC
Jan 2017 – Dec 2025
YARDLEY, PA
JRW FINANCIAL LLC
Mar 2013 – Dec 2016
GLENSIDE, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 19, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
APEX FINANCIAL ADVISORS, INC
CRD 155210 · SEC 801-71884
AUM
$538M
Regulatory assets under management
Employees
8
553 client accounts
Services offered by APEX FINANCIAL ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEX FINANCIAL ADVISORS, INC →
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05

Frequently Asked Questions

What services does Joseph Russell Weidenburner offer?
Joseph Russell Weidenburner specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Joseph Russell Weidenburner's credentials?
Joseph Russell Weidenburner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Russell Weidenburner located?
Joseph Russell Weidenburner is based in YARDLEY, Pennsylvania, working with APEX FINANCIAL ADVISORS, INC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Joseph Russell Weidenburner charge for services?
Joseph Russell Weidenburner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX FINANCIAL ADVISORS, INC?
APEX FINANCIAL ADVISORS, INC has approximately 8 employees and manages $538M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Alan Connell
YARDLEY, PA

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