Jeffrey
Halbert
Westmount Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Halbert is a financial advisor working out of Los Angeles, California who has 3 years of relevant experience. Halbert is on the advisory team at Westmount Asset Management, LLC. Throughout their career, they have worked at Halbert Financial Management, LLC, Raymond James Financial Services, Squar Milner Financial Services, LLC, Check Capital Management Inc, Telos Capital Management, Inc and Westmount Asset Management, LLC. Halbert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Westmount Asset Management, LLC is an advisory firm operating out of Los Angeles, CA. The firm has offices in three locations and a total of 39 employees. It administers $4 billion in assets between its 4,348 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 4,348 customer accounts, 51% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on the services offered. Fees billed by Westmount Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Westmount Asset Management, LLC Brokerage Details
$3,565,626,032
39
4,348
$820,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Halbert Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Westmount Asset Management, LLC
Squar Milner Financial Services, LLC
Check Capital Management Inc
Telos Capital Management, Inc
Raymond James Financial Services
Halbert Financial Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Halbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westmount Asset Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
