James
Alewine
Mwa Financial Services Inc
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About this Advisor
James Alewine is a financial advisor based in Laguna Hills, California, working with Mwa Financial Services Inc. James has previously held positions at Pruco Securities LLC, Los Angeles Force, Adp, University Of California, Riverside (Ucr), Riverside Carnegie Christian Schools, Coast 2 Coast Soccer, Grubhub, Modern Woodmen America, and Mwa Financial Services Inc. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Mwa Financial Services Inc, which operates out of Laguna Hills, California. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Alewine Work History
Modern Woodmen America
Mwa Financial Services Inc
Pruco Securities LLC
Grubhub
Los Angeles Force
Adp
Riverside Carnegie Christian Schools
Coast 2 Coast Soccer
University Of California, Riverside (Ucr)
Disclosures
Please visit the SEC profile of James Alewine 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 Mwa Financial Services, Inc
Mansfield, OH
Laguna Hills, CA
Greenwood, IN
Greenwood, IN
Castro Valley, CA
Laguna Hills, CA
Maumee, OH
Asheboro, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
