Jeffrey
Westsmith

Ieq Capital, LLC

CRD#5147856
Investment Advisor
in San Mateo, CA

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About this Advisor

Jeffrey Westsmith is a chartered financial analyst who works in San Mateo, California with a total of 4 years of relevant experience. Westsmith works at Ieq Capital, LLC. Their career trajectory has included roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc and Ieq Capital, LLC. Westsmith has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in California, Colorado, Connecticut, Maryland, Montana, New York, Texas and Washington. Ieq Capital, LLC is a registered investment firm that has its headquarters in San Mateo, CA. The company has offices in four locations and a total of 120 advisors. It has $19 billion in assets under management across its 1,124 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 1,124 accounts, 99% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely depend on the type of financial services. Fee types billed by Ieq Capital, LLC most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

950 Tower Lane Suite 1800
San Mateo, CA 94404

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$18,535,663,873

CA Average: $7,578,581,321
Total Number of Employees

120

CA Average: 43
Total Number of Accounts

1,124

CA Average: 3,727
Average Account Size

$16,490,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Westsmith Work History

Jeffrey has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ieq Capital, LLC

2017 - 2019 (2 years)

First Republic Securities Company, LLC

2017 - 2019 (2 years)

First Republic Investment Management, Inc

2013 - 2017 (4 years)

First Republic Securities Company, 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 Westsmith 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 Ieq Capital, LLC

John Mccourt
San Mateo, CA
Dean Horwitz
San Mateo, CA
Samuel Shephard
San Mateo, CA
Alan Zafran
San Mateo, CA
Frank Mcfarland
San Mateo, CA
Robert Skinner
San Mateo, CA
Jeffrey Westsmith
San Mateo, CA
Ian Linford
San Mateo, 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.

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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.

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