Thomas
Jandt
Westpark Capital, Inc
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About this Advisor
Thomas Jandt is a financial advisor based in Irvine, California, working with Westpark Capital, Inc. Thomas has previously held positions at Newport Coast Securities, Inc, Newport Coast Asset Management, and Westpark Capital Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Hawaii, Louisiana, Minnesota, New Jersey, North Carolina, and Texas. Currently, Thomas is part of Westpark Capital, Inc, which operates out of Irvine, 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
Services Offered
Fee Structure
Office Location
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Westpark Capital, Inc Brokerage Details
$29,970,039
17
200
$149,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Jandt Work History
Westpark Capital Inc
Newport Coast Asset Management
Newport Coast Securities, Inc
Disclosures
Please visit the SEC profile of Thomas Jandt 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
Los Angeles, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Boca Raton, FL
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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