Aleksandar Jakovljevic, MBA, CExP® in

Aleksandar Jakovljevic, MBA, CExP®

Critic · DISC type C
Wealth Management Advisor at WestPac Wealth Partners
📍 San Diego County, California, United States

Alex Jakovljevic is a Senior Vice President at WestPac Wealth Partners, repeatedly named a Top 100 Financial Professional by Forbes. He specializes in holistic financial planning, asset protection, and certified exit planning for business owners, athletes, and entertainers, and holds a certificate from the London School of Economics.

Originally from Serbia, Alex moved to the U. S. on a basketball scholarship for Hawaii Pacific University, where he earned his bachelors and MBA. In his free time, he enjoys playing basketball and tennis with his wife, Dada, with whom he has four children.

He is a former 66" collegiate basketball forward who came to the United States from Serbia on an athletic scholarship.

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Experience
16 Years
Current Role
Wealth Management Advisor
Location
San Diego County, California, United States
Personality Overview

How Aleksandar shows up

Negotiator
Precise
ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features. They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Aleksandar cares about

Business Exit Planning
As a Certified Exit Planner (CExP®), he specializes in creating strategic exit strategies for closely held business owners, a core focus of his practice.
Athlete Wealth Management
Being a former college basketball player, he has a natural focus on advising professional athletes, which is one of his primary client groups.
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Career

Work history

1-2009
Wealth Management Advisor
WestPac Wealth Partners
12-2008 - 2-2009
Wealth Management Advisor
Morgan Stanley
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2008
Master of Business Administration
Hawaii Pacific University
2007 - 2007
Options
The London School of Economics and Political Science (LSE)
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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