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Weston Jeffers Wellington

Investment Adviser Representative at DIMENSIONAL FUND ADVISORS LP

Austin, TXCRD #808231Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
50 yrs
States Registered
52 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Weston Jeffers Wellington has worked in the securities industry since 1976. They are registered to provide investment advisory services in 52 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/30/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 3/7/1980
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 5
Interest Rate Options Examination
Passed 10/19/1981
Series 7
General Securities Representative Examination
Passed 5/17/1975

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Dimensional FUND Advisors LP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DIMENSIONAL FUND ADVISORS LPCurrent
7/31/2015Austin, TX
LINSCO/PRIVATE LEDGER CORP.
12/16/19893/2/1995Fort Mill, SC
LINSCO FINANCIAL GROUP, INC.
11/9/198712/16/1989
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
10/10/19859/11/1986
MCGRAW,VALEO & CO., INC.
6/14/198410/10/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
11/13/19795/1/1984
BACHE HALSEY STUART SHIELDS INCORPORATED
9/16/197712/25/1979
BACHE HALSEY STUART INC.
8/27/19769/16/1977
BACHE & CO INCORPORATED
2/27/19768/27/1976
BACHE & CO., INCORPORATED
5/22/19752/27/1976

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Weston Jeffers Wellington has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Weston Jeffers Wellington - Financial Advisor in Austin, TX | AdvisorFinder