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 30 years of experience in the financial services industry.

I grew up in East Texas where I spent summers and weekends pumping gas and working on cars at my father's Gulf Oil (later Chevron) 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 public school teacher from whom I inherited a passion for reading and learning.

My journey from the Piney Woods to the Hill Country began with graduating from Texas A&M and getting commissioned into the US Army Reserves. After my active duty time at Fort Benning, GA, I headed to the Shenandoah Valley town of Winchester, VA to begin my wealth management career with Edward Jones.

While living in Georgia and later in Virginia, I continued a long distance relationship with my college girlfriend who later graduated and found employment in Dallas. Eventually, my heart brought me back to her and the Lone Star State.

After a short while, I took a job at Fidelity Investments, where over the next 21 years I worked in several roles. Before the internet, people called their broker anytime they wanted a stock quote, investment news, or to place a trade. My first job was to answer those calls. Fidelity had millions of customers and they would call with 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 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 as a financial planner with hundreds of clients as the stock market roared in what is now known as the Dot-Com Era. As 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 presented 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 my entire career, 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 must be a better way to help clients navigate occasional but inevitable market volatility.

ATX Portfolio Advisors® is a Fee-Only 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. We do that by working as a fiduciary, putting our clients' interests ahead of our own. We also offer flexible pricing, including a Fee-Only (When You're Up) option where we don't charge any fees when your account balance is down from the previous quarter.

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, academic research, and keeping costs down.

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.

Community Involvement
Eanes Education Foundation - Past Board Member/Treasurer
EEF Endowment - Current Board Member, Treasurer
Western Hills Girls Softball - Past Board Member/Treasurer
Western Hills Little League - Past Volunteer/Coach
Westlake Rotary Club - Current Board Member, Past President
Coppell A&M Club - Past Board Member/President
 

ATX Portfolio Advisors, LLC was formed in 2014.