Jacob
Weston
Aligne Wealth Advisors Investment Management (Awaim)
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About this Advisor
Jacob Weston is a financial advisor based in Los Angeles, California, working with Aligne Wealth Advisors Investment Management (Awaim). Jacob has previously held positions at Massmutual/Capstone Partners, Mml Investors Services, LLC, Cornell University, Bubba Gump Shrimp Co, Designed Living, Awaim, and Lpl Financial LLC. Jacob has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jacob is part of Aligne Wealth Advisors Investment Management (Awaim), which operates out of Los Angeles, California. The firm has 1 office and 6 employees. The firm manages assets totaling $164.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aligne Wealth Advisors Investment Management (Awaim) includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aligne Wealth Advisors Investment Management (Awaim) Brokerage Details
$164,838,520
6
307
$536,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Weston Work History
Awaim
Lpl Financial LLC
Mml Investors Services, LLC
Cornell University
Massmutual/ Capstone Partners
Bubba Gump Shrimp Co
Designed Living
Cornell University
Disclosures
Please visit the SEC profile of Jacob Weston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aligne Wealth Advisors Investment Management (Awaim)
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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