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Managing Director & Portfolio Manager · Aligne Wealth Advisors Investment Management (awaim)

Jacob R. Weston

CRD 6721225 · Named on Form ADV at one SEC-registered adviser

At a glance

Aligne Wealth Advisors Investment Management (awaim), an SEC-registered wealth manager based in LOS Angeles, CA with $224 million in regulatory assets, lists Jacob R. Weston on its Form ADV as Managing Director & Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ivan M. IllanCCO, Founder, CIO, Member, Aligne Wealth Advisors Investment Management (awaim)

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.