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Jeff + Halbert - Financial Advisor in Newport Beach, CA

Paladin Research Report For:

Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
949-674-5190
Visit Website
http://www.westmount.com

General Information

Firm Start Year
  • 1922
CRD#
  • 5750237
Firm CRD#
  • 158857
Insurance License#
  • None
States Licensed in
  • CA
Years of Experience in Financial Services
  • 10
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65, Series 66

Firm Information

Advisor's Number of Clients
  • 1000
Advisor's Number of Managed Clients
  • 1000
Advisor's Number of Planning Clients
  • 300
Assets Managed by Advisor
  • $3,800,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $2,000,000
Compensation Methods
  • Based on Assets
Minimum Fee Charged for Managed Accounts
  • $10,000
Minimum Fee Charged for Hourly Planning Accounts
  • N/A

Education

Bachelor of Arts - Economics
  • Rollins College
    08/1/2000 - 05/15/2003
Master's of Business Administration - Finance, Management
  • Crummer Graduate School of Business (Rollins College)
    08/1/2003 - 05/15/2005

Disclosures

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Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1889728/paladinregistry-westmount-asset-management-detailed-disclosure

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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