Jessica
Barbey

Westpark Capital, Inc

CRD#4669013
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jessica Barbey is a financial advisor based in Los Angeles, California, working with Westpark Capital, Inc. Jessica has previously held positions at Minnesota Life Ins Co, Securian Financial Services, Inc, Cri Securities, LLC, Woodbury Financial Services, Inc, Wells Fargo Clearing Services, LLC, Westpark Capital, Inc, and Menard's. Jessica has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Jessica is part of Westpark Capital, Inc, which operates out of Los Angeles, California. The firm has 3 offices and 17 employees. The firm manages assets totaling $30.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Capital, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1800 Century Park East Suite 220
Los Angeles, CA 90067

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Westpark Capital, Inc Brokerage Details

Total Assets Under Management

$29,970,039

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

17

CA Average: 43
Total Number of Accounts

200

CA Average: 3,727
Average Account Size

$149,850

CA Average: $2,033,427

Investment Advisory Services

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

Jessica Barbey Work History

2022 - Present (2 years)

Westpark Capital, Inc

2022 - 2023 (1 year)

Menard'S

2018 - 2022 (4 years)

Wells Fargo Clearing Services, LLC

2014 - 2014 (< 1 year)

Minnesota Life Ins Co

2014 - 2014 (< 1 year)

Securian Financial Services, Inc

2014 - 2014 (< 1 year)

Cri Securities, LLC

2014 - 2018 (4 years)

Woodbury Financial Services, Inc

Disclosures

Please visit the SEC profile of Jessica Barbey 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 Westpark Capital, Inc

Jessica Barbey
Los Angeles, CA
Susan Sajjadi
Irvine, CA
Vikas Goel
Irvine, CA
Thomas Jandt
Irvine, CA
David Eurton
Irvine, CA
Edwin Suzuki
Irvine, CA
Vijay Ramsarran
Boca Raton, FL
Ray Kim
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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