James Thomas Drennan Weston

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2024 → Present
  Corient Services Llc
  Miami, FL
• 09/2024 → Present
  Corient
  Houston, TX
• 06/2022 → 08/2022
  Dc Hill Wealth Management
  Plano, TX
• 08/2021 → 05/2022
  University Of North Texas
  Denton, TX
• 02/2017 → 07/2021
  West Marine
  Lewisville, TX
• 12/2019 → 06/2020
  Zera Music Company
  Denton, TX
• 03/2016 → 11/2019
  Unemployed
  Denton, TX
• 09/2022 → 08/2024
  Unemployed
  Denton, TX

Previous Registrations

• 2024-04-29 → 2024-08-07
  Sanctuary Advisors, Llc
  Plano, TX

Other Businesses

Jamie Weston Music; no; 2700 Revere St. #110 Houston, TX 77098; Musician, Freelance Artist; Musician; 08/01/2018; 8 hours per month; 0; Perform as a freelance musician with local groups.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-25

Other Names

• Jamie Weston