Unclaimed Profile

John C Westerlund

CLARITY WEALTH ADVISORS, LLC·SAN RAMON, California

Clean recordCLARITY WEALTH ADVISORS, LLC

2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 5316092Firm CRD# 157913

Profile Verification

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

Identity

John C Westerlund · SAN RAMON, CA

Registration

CRD #5316092 · CLARITY WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John C Westerlund is a registered financial advisor based in SAN RAMON, California, affiliated with CLARITY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CLARITY WEALTH ADVISORS, LLC

CLARITY WEALTH ADVISORS

AUM

$479M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARITY WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5316092

Firm CRD# 157913

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John C Westerlund offer?

John C Westerlund specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.

What are John C Westerlund's credentials?

John C Westerlund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John C Westerlund located?

John C Westerlund is based in SAN RAMON, California, working with CLARITY WEALTH ADVISORS, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does John C Westerlund charge for services?

John C Westerlund'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 CLARITY WEALTH ADVISORS, LLC?

CLARITY WEALTH ADVISORS, LLC has approximately 4 employees and manages $479M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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