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 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
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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