Wesley Alim is a CFP-designated registered investment advisor at Edward Jones, based in Waxhaw, NC, with 15 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
Waxhaw, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Wesley owns rental property since 2017, dedicating minimal time. He also owns Avalon Strategic Partners LLC, which provides word-of-mouth marketing referrals, and Front Stage, which assists realtors with preparing homes for sale; neither are investment-related.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Edward Jones
Previous Registrations
Choreo, LLC
Morgan Stanley
Morgan StanleyBroker
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Cwa Asset Management Group
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
Solaris Securities, INC.Broker
National Securities CorporationBroker
Joseph Stevens & Company, INC.Broker
Prestige Financial Center, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.