JW
Jeffrey Westsmith
from Ieq Capital, LLC
Jeffrey Westsmith is a financial advisor based in California, Foster City,
with 18 years of experience. Jeffrey currently works for
Ieq Capital, LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Westsmith works at Ieq Capital, LLC
Ieq Capital, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $17,720,304,270 of assets under management and employs about 120 people. Ieq Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
950 Tower Lane, Suite 1800, Foster City, California, 94404
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