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Jeffrey S Westsmith

IEQ CAPITAL, LLC·FOSTER CITY, California
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950 TOWER LANE, FOSTER CITY, CA 94404CRD# 5147856Firm CRD# 301819
01

About

Jeffrey S Westsmith is a registered financial advisor based in FOSTER CITY, California, affiliated with IEQ CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IEQ CAPITAL, LLC
IEQ CAPITAL, LLC
AUM
$23.6B
Regulatory assets under management
Employees
156
Total firm employees
View all advisors at IEQ CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5147856
Firm CRD# 301819
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey S Westsmith offer?
Jeffrey S Westsmith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.
What are Jeffrey S Westsmith's credentials?
Jeffrey S Westsmith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey S Westsmith located?
Jeffrey S Westsmith is based in FOSTER CITY, California, working with IEQ CAPITAL, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Jeffrey S Westsmith charge for services?
Jeffrey S Westsmith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IEQ CAPITAL, LLC?
IEQ CAPITAL, LLC has approximately 156 employees and manages $23.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FOSTER CITY
Dennis J. O'connell — BAILARD, INC.Lior Kosovski — IEQ CAPITAL, LLCDonal Denis Delaney — IIF MANAGEMENT COMPANY, LLCRonald Walter Kaiser — BAILARD, INC.Ariel Tseitlin — SCALE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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