Jeffrey Westheimer, financial advisor Beverly Hills CA
93 score

Jeffrey Westheimer

CRD Number: 5460398
Current Firm: Lido Advisors, LLC

Jeffrey Westheimer (CRD# 5460398) is an Investment Advisor Representative working at Lido Advisors, LLC in Beverly Hills, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lido Advisors, LLC Beverly Hills, CA Jul 2015 - Current 1
Lido Advisors Holding, LLC Beverly Hills, CA Jul 2015 - Current 1
10 Fifteen Consulting Los Angeles, CA May 2015 - Current 1
Lido Advisors, LLC Beverly Hills, CA Jun 2015 - Jul 2015 < 1
Lido Advisors, Inc. Beverly Hills, CA Jun 2009 - Jun 2015 6
Investment Security Corporation Woodland Hills, CA Aug 2011 - Mar 2015 3
Investment Security Corporation Calabasas, CA Nov 2007 - Dec 2009 2
Lido Advisors, Inc. Beverly Hills, CA Jan 2008 - Jun 2009 1
Unemployed Los Angeles, CA Apr 2007 - Oct 2007 < 1
American Express Company, Inc. Dallas, TX Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Jeffrey J. Westheimer
Phone Number: 310-278-8232
Registered State(s):
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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