Westport Financial Services, L.L.C.

Broker-DealerFINRA MemberEst. 1995
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 a Limited Liability Company that has been SEC-registered since 1995. The firm's ownership is listed as a combination of a domestic entity and an individual. Regulatory classification in the available record is “unclassified.” The profile shows Westport is not designated as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser; it also is not listed as a pension consultant or as a related adviser. The firm did not supply descriptive details in the data set about its client segments, fee schedules, or the specific advisory and business activities it conducts. There are likewise no entries for industry awards or formal affiliations in the provided record.

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

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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