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Jonathan Ted Marcu

Westpark Capital, Inc.

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About Jonathan Ted Marcu

Jonathan Ted Marcu is a financial advisor with Westpark Capital, Inc. located in Boca Raton, Florida. Jonathan has been in the industry since 1996. Jonathan is registered with FINRA and is Series 7 and Series 63 licensed.

Firm Information

Jonathan Marcu is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jonathan Marcu’s Registration & Firm History

FL

09/07/2011 - Present

Westpark Capital, Inc. (BOCA RATON FL)

FL

09/10/2009 - 09/12/2011

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

10/23/2008 - 09/01/2009

GUNNALLEN FINANCIAL, INC (BOCA RATON FL)

FL

03/26/2008 - 10/31/2008

SMH CAPITAL INC. (BOCA RATON FL)

FL

03/29/2005 - 03/20/2008

DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)

FL

02/03/2003 - 03/30/2005

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

GA

09/03/1999 - 02/04/2003

RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)

NY

06/23/1998 - 08/23/1999

FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)

GA

01/07/1998 - 06/03/1998

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NY

12/19/1996 - 01/06/1998

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

NY

10/28/1997 - 12/22/1997

CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)

FL

10/08/1996 - 12/13/1996

BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)

NY

07/10/1996 - 08/20/1996

DUKE & CO., INC. (NEW YORK NY)

NA

01/22/1996 - 06/18/1996

WALSH, MANNING SECURITIES, INC.

NY

09/11/1995 - 02/07/1996

MONROE PARKER SECURITIES, INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 13 public disclosures for Jonathan Ted Marcu. Review regulatory record here.
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