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Jacob Aytayan

Favor Wealth Advisors, LLC

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About Jacob Aytayan

Jacob Aytayan is an investment advisor representative at Favor Wealth Advisors, LLC. Jacob is registered with the state of California. Jacob has been in the financial industry since 2021. The advisor's current firm has clients in the categories of individuals, high-net-worth individuals, and pension and profit sharing plans. Favor Wealth Advisors, LLC provides financial planning, pension consulting, and portfolio management for individuals. Jacob's previous work experience includes roles at Churchill Management Group and Bangin Buns.

Firm Information

Jacob Aytayan is currently registered with Favor Wealth Advisors, LLC. Favor Wealth Advisors, LLC is a financial advisor with 1 licensed agent and 2 investment adviser representatives. The firm manages $75,085,272 in discretionary assets for 539 clients. They offer financial planning, pension consulting, and portfolio management for individuals. The firm's client base primarily consists of individuals, both high net worth and others. They also have a smaller number of pension and profit sharing plans.

$75.09M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Aytayan’s Registration & Firm History

CA

05/31/2023 - Present

Favor Wealth Advisors, LLC (PASADENA CA)

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Licenses & Designations

IA

Issued 03/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Aytayan.
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