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Jeff Halbert
Westmount Asset Management

Tel: 949-674-5190
620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Westmount Asset Management | Financial Advisor in Newport Beach ,CA

About Jeff Halbert

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.


About Westmount Asset Management

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 teams depth of experience, conflict-free advice and 30-year investment track record. As one of LAs oldest 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.

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General Information

Firm Start Year:   1921
States Licensed in:   CA
Number of Years with Current Firm:   1
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, 401K Rollovers, Retirement Planning, Retirement Planning, Portfolio Management, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone

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

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

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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.

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


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