LPL Financial
Jeff Weber, CFA, CAIA, currently serves as AVP of Product Risk Management at LPL Financial since April 2020, after progressing from the role of Senior Analyst in the same department. Weber has extensive experience in investment management, having worked at Brandes Investment Partners from August 2001 to December 2019, where roles included Investment Decision Implementation Analyst and Senior Managed Account Analyst, focusing on trading execution and portfolio management. Early career experience includes positions at TD Waterhouse Discount Brokerage as Assistant Manager in Brokerage Services and at Jack White & Co. in various trading and training roles. Weber holds a BA in Economics from UC San Diego.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.