Westport Financial Services, L.L.C.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 38449
- Registered since
- May 4, 1995
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10Jeremiah Reen
Managing PrincipalCRD 2231208
Cang Nguyen
Regional Sales DirectorCRD 2770141

Adam Gelman
Senior Vice PresidentCRD 2980956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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