Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/31/2023 - Present
Favor Wealth Advisors, LLC (PASADENA CA)
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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