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Jacob Randall Weston

Aligne Wealth Advisors Investment Management (awaim)

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About Jacob Randall Weston

Jacob Randall Weston is a financial advisor with over 4 years of experience in the financial services industry. Jacob is registered with the state of California and Texas. Jacob is associated with Aligne Wealth Advisors Investment Management (AWAIM), an independent investment advisor firm, as well as with LPL Financial. Jacob provides investment advisory services through Aligne Wealth Advisors Investment Management. Jacob is also licensed to offer securities products through LPL Financial. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses. Prior to joining Aligne Wealth Advisors Investment Management, Jacob worked at MML Investors Services, LLC. Jacob is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jacob Weston is currently registered with Aligne Wealth Advisors Investment Management (awaim). Aligne Wealth Advisors Investment Management (awaim) is a Los Angeles, CA-based investment advisor with $168,815,330 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have 311 client accounts and have a team of 4 investment adviser representatives and 2 licensed agents.
Aligne Wealth Advisors Investment Management (awaim)

1801 CENTURY PARK EAST

LOS ANGELES, CA 90067

$168.82M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Jacob Weston’s Registration & Firm History

CA

10/03/2022 - Present

Aligne Wealth Advisors Investment Management (awaim) (LOS ANGELES CA)

CA

10/30/2018 - 06/16/2022

MML INVESTORS SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 11/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Randall Weston.
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