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Executive Team Member · IEQ Capital, LLC

Jeffrey S Westsmith

CRD 5147856 · Named on Form ADV at one SEC-registered adviser

At a glance

IEQ Capital, LLC, an SEC-registered wealth manager based in Foster City, CA with $56.8 billion in regulatory assets, lists Jeffrey S Westsmith on its Form ADV as Executive Team Member.

Firms and roles

  • IEQ Capital, LLCExecutive Team MemberWealth manager · Foster City, CA · $57B in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Colleagues named on the same filings (7)

2 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.