Jeff Weeks, CFP®
Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry.
Like many in Austin, I'm not from here. I grew up in East Texas where I spent summers and weekends working at my father's service station. It was there that I first learned the importance of taking care of customers, especially in a small town where reputations are earned slowly and ruined in an instant. My mother was a school teacher from whom I inherited a passion for reading and learning.
The journey from the Piney Woods to the Hill Country began with a brief stint in the US Army at Fort Benning, GA after graduating from Texas A&M.
I left Georgia and headed to the Shenandoah Valley town of Winchester, VA to begin my wealth management career in 1992 with Edward Jones. My girlfriend since college, however, lived in Dallas. After a year of very high phone bills, my heart brought me back to her and the Lone Star State.
That was when I took a job at Fidelity Investments, where over the next 21 years, I worked in several roles. I started in the Dallas area as what was called a Brokerage Trader. This was before brokerage firms used the internet to provide online trading. People called in anytime they wanted a quote, information, or to place a trade. My job was to answer the phone and address questions covering virtually all facets of trading stocks, bonds, options, and mutual funds. It was a great learning experience.
After about a year, I moved into to a role in one of their branch offices, where I worked with clients face-to-face. It was around this time that my girlfriend and I got married. For the next several years, I worked with hundreds of clients as the stock market roared in what is now known as the Dot Com Era. About the time the bubble peaked, I was promoted into management and we had our first child, a boy.
Shortly thereafter, I was relocated to sunny Southern California. There, I managed two of Fidelity's top performing offices during the bear market of the early 2000's and the housing fueled bull market that followed. While there, we had our second child, this one a California girl. Then, in 2007, I was given the opportunity to move back to Texas.
We moved to Austin just before the financial crisis that triggered the Great Recession. I was responsible for over 5000 relationships representing over $10 billion in assets in Central Texas. It was a great job, but also very demanding of my time and energy. During this time, academic research increasingly showed that the active fund management approach embraced by Fidelity may not be in the best interests of most investors.
In 2014, I decided to start ATX Portfolio Advisors®. One of the main reasons was that I wanted to have more freedom to go to my kids' ball games and other activities while being more active in the local community.
Another was that after working through two of the most extreme market cycles in history, I felt like there were better ways to help investors be successful. Mainly, I wanted my clients to know that we're in this together.
ATX Portfolio Advisors® is a Fee-Only (When You're Up) Registered Investment Advisor that was founded with the idea that not only do investors need sound and independent evidence-based 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 levies. That is why I have based my approach on the evidence of the power of markets, scientific research, and keeping costs down. 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 - Board Member
Western Hills Girls Softball - Past Volunteer/Coach, Past Board Member
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.