JA
Jeffrey Alan Weiand
CRD 1414639
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Rtd Financial Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Rtd Financial Advisors Inc
Chairman & Chief Executive Officer · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗