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Jeffrey Michael Houghtby

West Coast Financial, LLC

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About Jeffrey Michael Houghtby

Jeffrey Michael Houghtby is an Investment Advisor Representative with West Coast Financial, LLC. Jeffrey is currently registered in California and has been in the industry since March 2022. West Coast Financial, LLC is a registered investment advisor with the Securities and Exchange Commission. They provide financial planning, pension consulting and portfolio management services to individuals, businesses, and pooled investment vehicles.

Firm Information

Jeffrey Houghtby is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Houghtby’s Registration & Firm History

CA

08/11/2023 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 08/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Michael Houghtby.
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