James Thomas drennan Weston
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientSep 2024 to now
- Corient Services LLCSep 2024 to now
- UnemployedSep 2022 to Aug 2024
- Dc Hill Wealth ManagementJun 2022 to Aug 2022
- University of North TexasAug 2021 to May 2022
- Zera Music CompanyDec 2019 to Jun 2020
- West MarineFeb 2017 to Jul 2021
- UnemployedMar 2016 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7578610
- Firm CRD
- 319448