Jane
Weber

Bridgewater Advisors Inc

CRD#4050910
Investment Advisor
in New York, NY

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About this Advisor

Jane Weber is a certified financial planner based in New York, New York with a total of 6 years of relevant experience. Weber is currently employed by Bridgewater Advisors Inc. They have been employed by Bridgewater Advisors Inc for their total career. Weber holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Bridgewater Advisors Inc is a business headquartered in New York, NY. It oversees $2 billion in total assets between its 2,537 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 2,537 accounts, 60% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on the financial services. However, fees charged by Bridgewater Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

600 Fifth Avenue, 26Th Floor
New York, NY 10020

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Bridgewater Advisors Inc Brokerage Details

Total Assets Under Management

$1,641,761,569

NY Average: $7,464,549,021
Total Number of Employees

22

NY Average: 88
Total Number of Accounts

2,537

NY Average: 3,892
Average Account Size

$647,127

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jane Weber Work History

Jane has been registered as a financial advisor for 6 years.*

2005 - Present (19 years)

Bridgewater Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jane Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bridgewater Advisors Inc

Thomas Aguis
New York, NY
Jacques Freeman
New York, NY
Bryan Spigner
New York, NY
Yanying Lin
New York, NY
Matthew Pelz
New York, NY
Olabode Aladenika
New York, NY
Gabe Bryan
New York, NY
Sara Stollberger
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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