JAMES MATTHEW WEEKS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 10 firms. Currently registered with ALLEGIANCE FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ALLEGIANCE FINANCIAL PLANNING, LLC | 2025-06-09 | present | Yes |
| ERNST & YOUNG INVESTMENT ADVISERS LLP | 2022-09-23 | 2024-02-29 | — |
| ALLEGIANCE FINANCIAL PLANNING | 2022-06-30 | 2023-05-31 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2015-07-07 | 2015-09-14 | — |
| LOTUSGROUP ADVISORS, LLC | 2012-01-11 | 2012-03-01 | — |
| WEEKS FINANCIAL PLANNING, LLC | 2010-12-03 | 2012-08-31 | — |
| STRATEGIC ADVISERS LLC | 2007-11-28 | 2010-07-29 | — |
| CHASE INVESTMENT SERVICES CORP. | 2006-10-20 | 2006-12-05 | — |
| TIAA-CREF TRUST COMPANY, FSB | 2004-09-23 | 2006-10-02 | — |
| WELLS FARGO INVESTMENTS, LLC | 2003-12-10 | 2004-08-23 | — |