# JAMES MATTHEW WEEKS

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLEGIANCE FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/335604) | 2025-06-09 | present | Yes |
| [ERNST & YOUNG INVESTMENT ADVISERS LLP](https://search.stillhousedata.com/firm/110921) | 2022-09-23 | 2024-02-29 | — |
| [ALLEGIANCE FINANCIAL PLANNING](https://search.stillhousedata.com/firm/312996) | 2022-06-30 | 2023-05-31 | — |
| [PERSONAL CAPITAL ADVISORS CORPORATION](https://search.stillhousedata.com/firm/155172) | 2015-07-07 | 2015-09-14 | — |
| [LOTUSGROUP ADVISORS, LLC](https://search.stillhousedata.com/firm/143379) | 2012-01-11 | 2012-03-01 | — |
| [WEEKS FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/154766) | 2010-12-03 | 2012-08-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2007-11-28 | 2010-07-29 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2006-10-20 | 2006-12-05 | — |
| [TIAA-CREF TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/108579) | 2004-09-23 | 2006-10-02 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2003-12-10 | 2004-08-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4417014)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4417014.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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