Jennifer Weber
Weber Asset Management · Lake Success, New York
Jennifer Weber is a fee-only financial advisor at Weber Asset Management in Lake Success, New York, who holds the CFP credential. Jennifer focuses on retirement planning, estate & legacy planning and tax planning. Weber Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
- Early-career professionals
Facts
| Firm | Weber Asset Management |
|---|---|
| Based in | Lake Success, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $651.5M across 737 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, NY, TX · CRD 5196381 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.weberasset.com |
| Profile |
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Questions about Jennifer
Is Jennifer Weber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Weber Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Weber Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jennifer Weber based?
Jennifer Weber is based in Lake Success, New York.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Jennifer works with pre-retirees, multi-generational families and early-career professionals.
What credentials does Jennifer Weber hold?
Jennifer Weber holds the CFP credential.
Is Jennifer Weber registered with the SEC?
Yes. Jennifer Weber is registered as an investment adviser representative in GA, NY and TX (CRD 5196381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weber Asset Management manage?
Weber Asset Management reports $651.5M across 737 accounts in assets under management.
How do I contact Jennifer Weber?
Through Jennifer's website, www.weberasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Weber Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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