Jessica
Barbey

Westpark Capital, Inc

CRD#4669013
Investment Advisor
in Detroit Lakes, MN

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About this Advisor

Jessica Barbey is a financial advisor operating out of Detroit Lakes, Minnesota. Barbey works at Westpark Capital, Inc. During their career, the advisor has held roles at U.S. Bancorp Investments, Inc, Minnesota Life Ins Co, Securian Financial Services, Inc, Cri Securities, LLC, Woodbury Financial Services, Inc, Wells Fargo Clearing Services, LLC, Westpark Capital and Menard'S. Barbey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Westpark Capital, Inc is a financial advisory business that has its headquarters in Los Angeles, CA. The company has offices in three locations and a total of 13 employees. It administers $35 million in assets under management among its 241 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 241 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types charged by Westpark Capital, Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Detroit Lakes, MN

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Westpark Capital, Inc Brokerage Details

Total Assets Under Management

$35,149,433

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

13

MN Average: 43
Total Number of Accounts

241

MN Average: 3,727
Average Account Size

$145,848

MN 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

Jessica has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Westpark Capital

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

2012 - 2013 (1 year)

U.S. Bancorp Investments, Inc

*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 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

Susan Sajjadi
Newport Beach, CA
Syed Farooq
Newport Beach, CA
Jessica Barbey
Detroit Lakes, MN
Adam Brown
Boca Raton, FL
Vikas Goel
Newport Beach, CA
Thomas Jandt
Newport Beach, CA
Edwin Suzuki
Newport Beach, CA
David Eurton
Newport Beach, 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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