Jeffrey Weston has been an investment adviser representative at Tortuga Wealth Management since January 2017, and is not listed among the firm’s executive officers or direct owners. Jeffrey Weston holds an MBA from McDonough School of Business, Georgetown University. Jeffrey Weston studied at the University of Pennsylvania.
Tortuga Wealth Management, Inc. is a Torrance, CA firm with $223M under management, 358 clients and 4 advisers in one office, as of its February 2026 filing.
Jeffrey Weston is a Wealth Advisor at Tortuga Wealth Management. He serves professionals and business owners and provides investment management and financial planning services, advising multiple generations of client families. He has nearly a decade of experience as a financial planner, having worked with Morgan Stanley and Tortuga Wealth, and his experience includes international real estate investment, social enterprise and non-profit management.
Jeffrey Weston’s longest registration is the current one, 9 years at Tortuga Wealth Management since 2017. Before joining Tortuga Wealth Management in 2017, Jeffrey Weston was registered through Morgan Stanley.
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Tortuga Wealth ManagementCurrent– present · 9 yearsTorrance, CA · Adviser representative · Firm CRD 153737
- Morgan Stanley– · 3 yearsSanta Monica, CA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Tortuga Wealth Management
- CFP®
Investment adviser representative registrations
Jeffrey Weston is registered as an investment adviser representative in California, since January 2017.
- CaliforniaSince 20 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 November 2013 |
| Series 7 | General Securities Representative Examination | 23 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Walker Weston
- CRD
- 6250883
- Firm
- Tortuga Wealth Management · CRD 153737
- Office
- 1957 CARSON STREET, SUITE 100, Torrance, CA 90501
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tortugawealth.com
Where does Jeffrey Weston work?
Jeffrey Weston is an investment adviser representative registered through Tortuga Wealth Management, Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Weston a financial advisor?
Yes. Jeffrey Weston has a current investment-adviser registration in California, through Tortuga Wealth Management since January 2017.
How many years of experience does Jeffrey Weston have?
Jeffrey Weston has 13 years in the financial industry, since October 2013, across 3 adviser firms.
What exams has Jeffrey Weston passed?
Jeffrey Weston has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Jeffrey Weston with the SIE, which began in October 2018.
Where is Jeffrey Weston based?
Jeffrey Weston’s registered office is in Torrance, CA.
Is Jeffrey Weston registered with FINRA?
Yes. Jeffrey Weston has a current broker registration, under CRD 6250883.
Source: FINRA BrokerCheck
Is Jeffrey Weston a CFP?
Tortuga Wealth Management lists Jeffrey Weston with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Weston’s record?
Search CRD 6250883 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Weston’s full registration record.
