Jacob Weston (CRD# 6721225) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has over 4 years of experience in the finance industry.
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Awaim | Los Angeles, CA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Los Angeles, CA | Jun 2022 - Current | 1 |
| Mml Investors Services, LLC | Los Angeles, CA | Jul 2018 - Jun 2022 | 3 |
| Massmutual/ Capstone Partners | Los Angeles, CA | Oct 2016 - Jun 2022 | 5 |
| Cornell University | Ithaca, NY | Aug 2017 - May 2018 | < 1 |
| Bubba Gump Shrimp Company | Anaheim, CA | Aug 2016 - Dec 2016 | < 1 |
| Designed Living | Lake Forest, CA | Jun 2016 - Aug 2016 | < 1 |
| Cornell University | Ithaca, NY | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CA
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$536,933
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, NY, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.