Jeffrey Weaver
Financial advisor at Private Advisor Group, LLC
Last updated 2026-10-10
Claim your profileJeffrey Weaver is a financial advisor at Private Advisor Group, LLC, CRD 7142252. Licenses and exams on the registration: Series 66. IAPD registration began 2019-12-16.
Registration
- CRD number
- 7142252
- Registration status
- Active
- IAPD registration
- 2019-12-16
- Industry Experience
- 6 years
- Work Experience
- 11 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2019-07 to 2024-11 · Edward Jones · St. Louis, MO
- 2018-01 to 2019-07 · Waste Management · Grass Valley, CA
- 2017-08 to 2018-01 · Republic Services · Richmond, CA
- 2015-06 to 2017-07 · City of San Mateo · San Mateo, CA
- 2018-12 to 2019-04 · Northstar · Truckee, CA
- 2024-11 to Present · Lpl Financial LLC · Roseville, CA
- 2024-11 to 2026-07 · Mariner Independent · Overland Park, KS
- 2024-11 to Present · West Capital Wealth Management · Roseville, CA
- 2026-06 to Present · Private Advisor Group, LLC · Morristown, NJ
Current employment
- Private Advisor Group, LLC · Morristown, NJ
Private Advisor Group, LLC
- Regulatory AUM
- $57,703,120,793
- Registered advisors
- 927
- Offices
- 702
- Clients per advisor
- 183.6 (High)
- Average AUM per client
- $339K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Private Advisor Group, LLC: advisors, services and reported ETF investments
About
Jeffrey Weaver is a financial advisor at Private Advisor Group, LLC. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 11 years of reported work history. Reported roles include Lpl Financial LLC, West Capital Wealth Management, Mariner Independent, Edward Jones, among others.
SEC disclosures list additional business and community activities: 1) 10/2024 - West Capital Wealth Management / Dba For Lpl Business (entity For Lpl Business) - Investment Related - At Reported Business Location(s) 2) 10/2024 - Blue Canyon Enterprises Llc / Real Estate Rental / Inv: Related / alta, ca 95701 / start date 08/01/2024 - 5 hrs per month -5 % time spent 3) 10/2024 - security industry specialists (sis) / outside/w-2 employment / inv; Related / san jose ca 95128 / start date 10/28/2024 - 2% time spent 4) 04/06/2026 - foothill firearms - outside/w-2 employment - not investment related - newcastle, ca - start date 04/15/2026 - 10 hours per month/ 0 hours during trading 5) 06/30/2026 - private advisor group - registered investment advisor hybrid - investment related - at reported business location(s) - 160 hours per month/ 8 hours during trading - i provide investment advisory services through private advisor group, an independent investment advisor firm.
Private Advisor Group, LLC's firm-level Form ADV reports 927 advisors across 702 offices; approximately 183.6 clients per advisor, average assets per client of $339,019, and regulatory AUM of $57.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $15.1B across 1,086 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jeffrey Weaver personally.
Reported ETF positions
Private Advisor Group reports 1,086 ETF positions worth $15.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $523.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $427.5M |
| SPY — SPDR S&P 500 ETF TRUST | $412.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $368.4M |
| QQQM — Invesco NASDAQ 100 ETF | $333.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $288.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $80.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $19.8M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $54.1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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