Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 66
Experience Industry experience
5 years
Location
Cortez, CO 81321
Newedge Advisors
Enterprise
Elizabeth Weber is a financial advisor with NewEdge Advisors, holding CFP® and ChFC® designations and five years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, she worked at Raymond James Financial Services Advisors, Inc. and Edward Jones. Outside of her advisory role, she is involved in managing multiple rental real estate properties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, supported by centralized due diligence and technology tools.
Based on Newedge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Cortez, CO
22 S. Washington St
Cortez CO 81321
Advisors at this office
1
Colorado · Texas
5 years of industry experience
NewEdge Securities LLC
2026 - Present • 1 year
Pittsburgh, PA
NewEdge Advisors
2026 - Present • 1 year
New Orleans, LA
Raymond James Financial Services Advisors, Inc.
2024 - 2026 • 2 years
Cortez, CO
Raymond James Financial Services, Inc.
2024 - 2026 • 2 years
Cortez, CO
Edward Jones
2021 - 2024 • 3 years
St Louis, MO
Kinder Morgan
2014 - 2021 • 7 years
Cortez, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cortez, CO
Black Capital, LLC
Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.
Series 63, Series 65
Dolores, CO
Morgan Stanley
Jason Bleimeyer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves as Treasurer for Blue Spruce Glen and is an instructor at the Global Wealth Management Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.
CFP®, Series 66
Cortez, CO
Edward Jones
Andrew Cuckie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Cortez, CO, where he has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
Series 63, Series 65
Cortez, CO
Cetera
Julia Buff is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors. Outside of her advisory role, she has taught dance and supported social-emotional development as a substitute teacher at Battle Rock Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.
Series 66
Cortez, CO
Edward Jones
Audra Fahrion is a financial advisor at Edward Jones in Cortez, Colorado, holding a Series 66 designation with 17 years of industry experience, all of which has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.
Series 66
Cortez, CO
Edward Jones
Pepper Noyes is a Series 66 licensed financial advisor with Edward Jones, based in Cortez, CO. He has a total of two years of industry experience, all with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property in Cortez. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers various advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.
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