Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Webb is a registered investment advisor representative (IAR) with Emerson Equity LLC and has over 12 years of experience in the financial services industry. Jeff Webb is registered with the state regulators of California, Colorado, Florida, Illinois, Minnesota, New York and Texas. Jeff Webb has been in the financial industry since 2016. Prior to joining Emerson Equity LLC, Jeff Webb worked at NEWPORT COAST SECURITIES, INC. as a registered representative. Jeff Webb holds the Series 66, Series 7 and SIE licenses. Jeff Webb also holds a license to provide insurance brokerage services as the president and CEO of MOUNTAIN FINANCIAL, LLC. Jeff Webb is registered as an IAR and a broker with Emerson Equity LLC and has been with them since 2017. Jeff Webb offers a range of services including financial planning, educational seminars, selection of other advisers, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
09/01/2023 - Present
Emerson Equity LLC (SAN MATEO CA)
CO
06/12/2015 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (DENVER CO)
BOTH
Issued 07/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Webb is the right advisor for you? Invested Better is here to help.
