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Jeffrey C. Weiss
Jeffrey C. Weiss, ChFC®, CLU®
Senior Vice President - Wealth Management
5051 Westheimer Road
Suite 2100
Houston, TX 77056
tel: 713-966-2122
toll free: 877-903-1206
fax: 713-966-6808
Email Me
Welcome Associations Education Experience Services Honors
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • Commercial Pilot
    Airplane Multiengine Land
    Instrument Airplane
    Private Pilot Privileges
    Airplane Single Engine Land
    Airplane Single Engine Sea
  • AOPA - Aircraft Owners and Pilots Association (1977)
    Life Member
  • AOPA Air Safety Foundation
    President's Council
    Life Member
    "Hat in the Ring Society"
  • The 1940 Air Terminal Museum (1999)
    Board of Directors
  • The Houston Aeronautical Heritage Society
    Life Member
  • Angel Flight South Central (1999)
    Volunteer Pilot
  • EAA - Experimental Aircraft Association (1996)
  • EAA - Central Texas Chapter 1347
  • EAA - Young Eagles Flight Squadron Leader (2000)
  • Seaplane Pilots Association (2005)
  • Challenge Air for Kids & Friends (2000)
  • Colonel - Commemorative Air Force (2008)
Education and Licensing
  • B.A. - Economics, 1975
    Magna Cum Laude, Honors College
    Michigan State University
    East Lansing, MI
  • ChFC - Chartered Financial Advisor, 1992
    The American College
    Bryn Mawr, PA
  • CLU - Chartered Life Underwriter, 1992
    The American College
    Bryn Mawr, PA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Life, Accident, Health & Variable Annuity Licensed
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Financial Advisor
    Houston, TX
  • Licensed in the financial services industry since 1976
Services
  • Annuities
  • Asset Management
  • Certificates of Deposit
  • Estate Planning
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • 529 Plans
Honors and Recognitions
  • President's Council - Smith Barney
  • 25 Year Dedicated & Loyal Service Award with Smith Barney
Bulletin Board
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
  • The highest compliment we can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
Jeffrey C. Weiss is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, LA, MA, MI, MS, NC, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Making Plans: The Value of Financial Planning (pdf)

Consulting Group: The Pitfalls of Investor Psychology - Behavioral Bias Can Lead to Costly Errors (pdf)
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