Unclaimed Profile

Jason Scott Stern

WESTPARK CAPITAL, INC.·LOS ANGELES, California

SIE, Series 7, Series 24, Series 63, Series 99TOWESTPARK CAPITAL, INC.

1800 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 2053515Firm CRD# 39914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Scott Stern · LOS ANGELES, CA

Registration

CRD #2053515 · WESTPARK CAPITAL, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

WESTPARK CAPITAL, INC.

CRD 39914 · SEC 801-108275

AUM

$30M

Regulatory assets under management

Employees

200 client accounts

Services offered by WESTPARK CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WESTPARK CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Scott Stern offer?

Jason Scott Stern specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.

What are Jason Scott Stern's credentials?

Jason Scott Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Scott Stern located?

Jason Scott Stern is based in LOS ANGELES, California, working with WESTPARK CAPITAL, INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jason Scott Stern charge for services?

Jason Scott Stern'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 WESTPARK CAPITAL, INC.?

WESTPARK CAPITAL, INC. has approximately 17 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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