James Alewine
Investment adviser representative at Mwa Financial Services, Inc.
13 yearsExperience
2 statesRegistered in
$640MFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Mwa Financial Services Inc.Jan 2023 to now
- Modern Woodmen AmericaJan 2023 to now
- Pruco Securities LLCMay 2022 to Sep 2022
- GrubhubOct 2021 to Oct 2022
- UnemploymentApr 2021 to May 2022
- Los Angeles ForceOct 2018 to Mar 2021
- AdpAug 2018 to Apr 2021
- Riverside Carnegie Christian SchoolsNov 2017 to Feb 2018
- Coast 2 Coast SoccerApr 2015 to Mar 2018
- University of California, Riverside (ucr)Aug 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 7580889
- Firm CRD
- 112630