Westport Financial Services, L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Jacksonville, Florida
CRD number
38449
Registered since
May 4, 1995

Firm profile

FINTRX

Overview

Westport Financial Services, L.L.C. is organized as a limited liability company and is listed as having both a domestic entity and an individual as owners. The firm is classified as "unclassified" in the available record and is not identified as a capital allocator. The profile contains minimal detail about its business or advisory activities; no practice areas, client segments, or fee structures are reported in the provided data. Several status flags in the record indicate the firm is not an active ESG investor, is not designated as a multi-state adviser, is not marked as newly formed, and is not identified as a pension consultant or related adviser. Those attributes suggest either a narrow, locally focused practice or that the firm has limited reporting of its services in this dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Jeremiah Reen

    Managing PrincipalCRD 2231208

  • Cang Nguyen

    Regional Sales DirectorCRD 2770141

  • Adam Gelman

    Adam Gelman

    Senior Vice PresidentCRD 2980956

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
4651 Salisbury Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth