Unclaimed Profile

Joseph Kayvon Khamsehpour

WETHERBY ASSET MANAGEMENT·SAN FRANCISCO, California

Series 65Clean record11 years registeredWETHERBY ASSET MANAGEMENT

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 6400649Firm CRD# 107341

Profile Verification

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

Identity

Joseph Kayvon Khamsehpour · SAN FRANCISCO, CA

Registration

CRD #6400649 · WETHERBY ASSET MANAGEMENT · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WETHERBY ASSET MANAGEMENT

WETHERBY ASSET MANAGEMENT

Oct 2014 – Jul 2017

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 24, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD 107341 · SEC 801-36445

AUM

$7.3B

Regulatory assets under management

Employees

3,828 client accounts

Services offered by LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Kayvon Khamsehpour offer?

Joseph Kayvon Khamsehpour specializes in Financial Planning, Investment Management, Retirement Planning.

What are Joseph Kayvon Khamsehpour's credentials?

Joseph Kayvon Khamsehpour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Kayvon Khamsehpour located?

Joseph Kayvon Khamsehpour is based in SAN FRANCISCO, California, last registered with WETHERBY ASSET MANAGEMENT.

How does Joseph Kayvon Khamsehpour charge for services?

Joseph Kayvon Khamsehpour'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 WETHERBY ASSET MANAGEMENT?

WETHERBY ASSET MANAGEMENT has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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