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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| 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 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management30MILLIONS
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Total Number of Accounts200ACCOUNTS
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Average Account Value$149,850
- A percentage of assets under your management
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AZ, CA, CO, FL, GA, HI, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, TX, WI
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