JEFFREY S WESTSMITH is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with IEQ CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IEQ CAPITAL, LLC | 2019-06-11 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2013-01-07 | 2019-06-04 | — |
| LUMINOUS CAPITAL, LLC | 2008-06-12 | 2013-02-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-02-19 | 2008-05-15 | — |