Jacob
Weston
Aligne Wealth Advisors Investment Management (Awaim)
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About this Advisor
Jacob Weston is a financial advisor working out of Los Angeles, California with 1 year of industry experience. Weston works at Aligne Wealth Advisors Investment Management (Awaim). Weston has gained experience at Massmutual/ Capstone Partners, Mml Investors Services, LLC, Centennial High School, Cornell University, Bubba Gump Shrimp Co, Designed Living, Awaim and Lpl Financial LLC. Weston maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Aligne Wealth Advisors Investment Management (Awaim) is a business operating out of Los Angeles, CA. It controls $129 million in assets between its 277 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 277 accounts, 44% are associated with high-net-worth investors who have at least $1 million in assets. Aligne Wealth Advisors Investment Management (Awaim) provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically are based on the type of services offered. Fees charged by Aligne Wealth Advisors Investment Management (Awaim) typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aligne Wealth Advisors Investment Management (Awaim) Brokerage Details
$128,524,630
5
277
$463,988
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Weston Work History
Jacob has been registered as a financial advisor for 1 years.*
Awaim
Lpl Financial LLC
Mml Investors Services, LLC
Cornell University
Massmutual/ Capstone Partners
Bubba Gump Shrimp Co
Designed Living
Cornell University
Centennial High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
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