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Jeffrey Walker Weston

Investment Adviser Representative at TORTUGA WEALTH MANAGEMENT

Torrance, CACRD #6250883Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
14 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Walker Weston has worked in the securities industry since 2013. They are registered to provide investment advisory services in 14 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaCaliforniaColoradoGeorgiaIllinoisMassachusettsMichiganNevadaNew YorkPennsylvaniaRhode IslandTexasVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/21/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/23/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Tortuga Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
8/18/2025Torrance, CA
TORTUGA WEALTH MANAGEMENTCurrent
1/20/2017Torrance, CA
MORGAN STANLEY
11/21/20131/30/2017Santa Monica, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TORTUGA WEALTH MANAGEMENT

3 other advisors in the directory

View TORTUGA WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Walker Weston has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey Walker Weston - Financial Advisor in Torrance, CA | AdvisorFinder