Jeffrey WestheimerCRD Number: 5460398
Current Firm: Lido Advisors, LLC
Jeffrey Westheimer (CRD# 5460398) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Lido Advisors, LLC||Beverly Hills, CA||Jul 2015 - Current||2|
|Lido Advisors Holding, LLC||Beverly Hills, CA||Jul 2015 - Current||2|
|10 Fifteen Consulting||Los Angeles, CA||May 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management1,726MILLIONS
Total Number of Accounts2,629ACCOUNTS
Average Account Value$656,549
- 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 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)
AL, AZ, CA, CO, FL, GA, IL, LA, NJ, NV, NY, OR, TN, TX, VA, WA
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