Born in Atlanta and raised in Orlando, Jeff comes from a very close-knit family, where he was the youngest of four children. As an undergrad, he majored in economics at Rollins College, where he also played baseball and later completed his MBA in finance and management. Prior to joining Westmount, Jeff was a financial advisor at Raymond James before eventually relocating to Laguna Beach to serve as vice president at Telos Capital Management.
Today, as a senior advisor at Westmount, Jeff applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients' lives. Outside the office, Jeff likes to travel, spend time outdoors and play tennis in Laguna Beach, where he lives with his wife and two children.
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team's depth of experience, conflict-free advice and 30-year investment track record. As one of LA's oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron's, the Financial Times, InvestmentNews and more.
General Information |
| Firm Start Year: | 1922 | |
| States Licensed in: | CA |
| 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 |
Services |
| Investment Types: | Bonds, Stocks, Alternative Investments, Mutual Funds, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Options & Futures, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Your Home, Video Conference, Our Offices |
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
- Winter Park, FL 08/1/2000-05/15/2003 |
| Master's of Business Administration - Finance, Management | Crummer Graduate School of Business (Rollins College)
- Winter Park, FL 08/1/2003-05/15/2005 |
Financial Services |
| Financial Planning for Individuals
Westmount has established deep expertise in helping clients navigate the sale of a business and/or other liquidity events that require pre- and post-sale planning strategies. |
| Financial Advice & Consulting
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. |
| Portfolio Management
Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. We have extensive experience and capabilities in sourcing private alternative investments such as real estate, private equity, and private credit on behalf of our clients. |
| Retirement Planning
Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our teams depth of experience, conflict-free advice and 30-year investment track record. |
| Investment Advice & Management
Westmount has developed a turnkey ESG (Environmental, Social, Governance) offering to drive positive change in the world while also positively impacting your portfolio returns. |
| Wealth Management
As one of Southern California's oldest and largest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barrons, the Financial Times, InvestmentNews and more. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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
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