My name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors, LLC. I am a Certified Financial Planner™ practitioner with over two decades of experience in the financial services industry. I received a BA from Texas A&M University and then served as an officer in the US Army Reserves.
My wealth management career began in 1992 at Edward Jones. From there I moved to Fidelity Investments where over 21 years I worked as a Trader, a Financial Planning Consultant, and ultimately a Vice President, Senior Branch Manager. I led several of their highest performing branch offices and was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas.
Through the years, I have worked with thousands of investors. While I have experienced the joy of seeing many achieve their goals, it was the anguish of the few that fell short due to avoidable mistakes that has most shaped my belief that I can make a difference.
ATX Portfolio Advisors® is a Fee-Only (When You're Up) Registered Investment Adviser that was founded with the idea that not only do investors need sound independent advice, they also need to know that their advisor is sitting on the same side of the table when the going gets rough.
Based on academic research and personal experience, I believe that conventional active portfolio management rarely justifies the extra expense it typically requires. That is why I have based my approach on evidence based index funds for their low cost and track record of performance. In addition, I will waive your monthly advisory fee when the occasional downturn results in your balance falling below the previous month's.
I believe that as your advisor, my job incorporates being your financial planner, wealth manager, coach, and sometimes counselor. We will work together to build a sound financial plan that addresses your needs and concerns. I'll be there for you and your family to provide advice and direction along the way, especially when the path seems most uncertain. Your success is my success.
If you would like to learn more about Accountable Wealth Management from ATX Portfolio Advisors®, let's Get Acquainted.
Eanes Education Foundation - Current Board Member (Past-Treasurer)
EEF Endowment - Treasurer
Western Hills Girls Softball - Treasurer
Western Hills Little League - Past Volunteer/Coach
Westlake Rotary Club - Current Member
Coppell A&M Club - Past President
ATX Portfolio Advisors, LLC was formed in 2014.