Jeffrey WestfallCRD Number: 6070800
Current Firm: Edward Jones
Jeffrey Westfall (CRD# 6070800) is an Investment Advisor Representative working at Edward Jones in Fayetteville, GA and has over 5 years of experience in the finance industry.
Berger Wealth Management, LLC
Boardwalk Capital Management, Inc.
Anson Capital, Inc.
|Edward Jones||St. Louis, MO||May 2012 - Current||5|
|Abbott Laboratories||Marietta, GA||Sep 2000 - May 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV