Jeffrey Weston (CRD# 6250883) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 10 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Torrance, CA | Jan 2017 - Current | 7 |
| Tortuga Wealth Management | Torrance, CA | Jan 2017 - Current | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2017 | 2 |
| Morgan Stanley | Santa Monica, CA | Sep 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management137MILLIONS
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Total Number of Accounts506ACCOUNTS
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Average Account Value$270,501
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IL, LA, TX
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