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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cosgrove is an Investment Advisor Representative associated with Westwood Wealth Management, an investment advisory firm based in Los Angeles, California. Jeffrey Cosgrove is registered with the state of California and Texas. Jeffrey's firm has a total of 192 accounts, with a total of $185,026,361 in regulatory assets under management. Jeffrey's firm offers portfolio management services for individuals. The firm primarily works with high net worth individuals. Jeffrey has been with Westwood Wealth Management since 2021.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
10/11/2021 - Present
Westwood Wealth Management (LOS ANGELES CA)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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