Thomas Jandt, financial advisor Irvine CA

Thomas Jandt

CRD Number: 2332028
Current Firm: Westpark Capital, Inc.

Thomas Jandt (CRD# 2332028) is an Investment Advisor Representative working at Westpark Capital, Inc. in Irvine, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Westpark Capital Inc. Los Angeles, CA Jul 2016 - Current 7
Newport Coast Asset Management Corona, CA Nov 2009 - Jul 2016 6
Newport Coast Securities, Inc. Corona, CA May 2008 - Jul 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas E. Jandt
Phone Number: 310-843-9300
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • HI
  • LA
  • MN
  • NJ
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $145,848
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, TX, WI

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