Joseph KhamsehpourCRD Number: 6400649
Current Firm: Wetherby Asset Management
Joseph Khamsehpour (CRD# 6400649) is an Investment Advisor Representative working at Wetherby Asset Management in San Francisco, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Wetherby Asset Management||San Francisco, CA||Jan 2014 - Current||4|
|Wetherby Asset Management||San Francisco, CA||Jan 2013 - Dec 2013||< 1|
|Wetherby Asset Management||San Francisco, CA||Jan 2011 - Dec 2012||1|
|Wetherby Asset Management||San Francisco, CA||Jul 2010 - Dec 2010||< 1|
|Wetherby Asset Management||San Francisco, CA||Aug 2008 - Jun 2010||1|
|Uc Davis||Davis, CA||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management4,292MILLIONS
Total Number of Accounts3,506ACCOUNTS
Average Account Value$1,224,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, IL, MA, MD, NH, NJ, NV, NY, OR, PA, TX, UT, VA, WA, WI
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