Wesley Alim

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2018
  Capital Wealth Advisors
  Charlotte, NC
• 04/2016 → 12/2018
  Cwa Asset Management Group
  Charlotte, NC
• 03/2019 → 04/2019
  Carroll Financial Associates
  Charlotte, NC
• 10/2020 → 03/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 06/2019 → 06/2020
  Adhesion Wealth
  Charlotte, NC
• 07/2020 → 09/2020
  Unemployed
  Charlotte, NC
• 03/2022 → 03/2024
  Morgan Stanley
  Charlotte, NC
• 04/2024 → 08/2024
  Unemployed
  Charlotte, NC
• 09/2024 → 10/2025
  Choreo Llc
  Charlotte, NC
• 02/2026 → Present
  Edward Jones
  St Louis, MO
• 11/2025 → 01/2026
  Unemployed
  Waxhaw, NC

Previous Registrations

• 2024-09-25 → 2025-10-06
  Choreo, Llc
  Charlotte, NC
  Rockford, IL
• 2022-04-19 → 2024-03-21
  Morgan Stanley
  Charlotte, NC
• 2020-11-09 → 2022-04-06
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2016-05-23 → 2019-01-02
  Cwa Asset Management Group
  Charlotte, NC
  Naples, FL
• 2010-11-22 → 2016-01-29
  Wells Fargo Clearing Services, Llc
  Purchase, NY
  New York, NY
  New York, NY
  Charlotte, NC
  Charlotte, NC
  Minneapolis, MN
  Charlotte, NC
  Davidson, NC
  Charlotte, NC

Other Businesses

Avalon Strategic Partners LLC Type of business: Referral Marketing Waxhaw, NC Start date: 5/30/2024 Owner Hours per week: 1 Hours during trading: 0 I provide outsourced business development through referral marketing for small businesses. * Front Stage LLC Type of business: Home Staging and Remodeling Waxhaw, NC Start date: 6/5/2024 Owner Hours per week: 0 Hours during trading: 0 I started this business to help RE agents help their clients stage and remodel bathrooms/kitchens to get homes ready for sale. * Rental Property Charlotte, NC Start date: 11/1/2017 Owner Hours per week: 0 Hours during trading: 0 Residential home that I rent out to long term tenants.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-18
• S66 Uniform Combined State Law Examination
  2010-11-12

Designations

• Certified Financial Planner

Other Names

• Wes Alim
• Wessam Samy Alim