16830 Ventura Blvd. Suite 225 Encino, CA 91436
619.304.3490
Call Us
Alex Jakovljevic has been with WestPac Wealth Partners since 2009. He is the Senior Vice President and a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities. His team works with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and stability.
His team takes a holistic approach to financial planning, specializing in Strategic Income Tax Planning Strategies, Asset Protection Planning, Risk Management Planning and Advanced Estate Planning Strategies. He is also a Certified Business Exit Planner. Alex was recently recognized as one of the 2024 Forbes Top 100 Financial Security Professionals in the United States as well as one of Forbes Top Best in State Financial Security Professionals for California from 2022-2024. After spending over a decade in the field as first an analyst for Morgan Stanley and later a Financial Advisor for WestPac Wealth Partners, Alex has grown to be extremely knowledgeable in his field. Alex’s ability to build and maintain relationships with his clients has instilled mutual trust that provides a platform for open communication of goals and expectations. In addition, his ability to adapt to the ever-changing financial environment has provided a strong foundation for growth and success.
Alex was born and raised in Serbia and moved to the United States on a basketball scholarship from Hawaii Pacific University (HPU), where he received his bachelor’s degree, with honors, in 2005. Alex continued his education and earned a Master’s in Business Administration with an emphasis in finance from HPU. Additionally, Alex holds an Options and Futures Trading Certificate from the prestigious London School of Economics, as well as the Series 7, 66, 31 and Life & Health licenses. In his free time, Alex enjoys playing basketball. He can also be found on the tennis court with his beautiful wife, Dada. Alex and Dada love spending time with their four children.
Alex Jakovljevic MBA, CExP™
Senior Vice President & Wealth Management Advisor
619.304.3490
About Alex
Andrew Rogel CFP®, CIMA®
Wealth Management Advisor
760.803.4774
My first year of college I took a securities analysis class and little did I know how much this one class would affect the rest of my life. After taking the class my interest in investments blossomed into my biggest passion. I was consumed with the idea of learning everything possible about investments and how they worked.
I originally began my career at LPL Financial working as an intern researching equity markets. From here, I transitioned over to J.P Morgan Chase, where I was working with clients very closely regarding their financial needs. However, I always knew I wanted to be a holistic financial advisor and then Westpac Wealth Partners came along. I specialize in helping clients in the construction, engineering, biotech, and medical industry.
I am also a Certified Investment Management Analyst® (CIMA®). This certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be one of the highest levels of advanced investment education for client-facing advisors.
When I am not working closely with clients, I am spending time with my two little ones Alexander and Angel. These two boys mean the world to me and are the reason behind everything I do in life.
Amena Kiyam
Director of Operations
619.304.3490
Amena is the Director of operations for the Jakovljevic Team. Amena brings a wealth of administrative experience to her role and has extensive experience in customer service and the Financial Services industry. Prior to joining WestPac Wealth, Amena was an Executive Assistant at UBS. Prior to that, she worked in Operations for Morgan Stanley.
She prides herself in using creative approaches to solve most complex issues and has created long time partnerships by always maintaining a customer centric approach. She thrives in challenging, fast-paced environments where she can hone her organizational, leadership and customer service skills. Her responsibilities with the team encompass a wide spectrum, ranging from team management and fostering organizational communication to maintaining client relationships.
Amena earned her Bachelor’s degree in Public Administration from San Diego State University. While originally from New Jersey, Amena grew up in San Diego, and currently resides in East County. In her free time, she enjoys spending quality time with her family and friends, traveling, enjoying the outdoors, and exploring new restaurants.
Meet The Team
“As a wealth management advisor with WestPac Wealth Partners, we combine our talents and experience with the vast resources of our firm to meet the unique needs of ultra-high-net-worth families, their businesses, and philanthropic endeavors. Our comprehensive approach, rooted in sound investment strategies, addresses all aspects of your financial world— from asset protection, income tax planning, to estate planning. Our mission is to safeguard and enhance your financial, family, and social capital, ensuring it creates lasting positive impact for generations to come. We look forward to getting to know you and your family and exploring how our resources can support your goals.”
