Jeff W Webb

Current Employers

Emerson Equity Llc

155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-09-01
CA	RA	APPROVED	2019-11-15
CO	RA	APPROVED	2019-11-05

FL RA
APPROVED

Since 2023-09-01
CA RA
APPROVED

Since 2019-11-15
CO RA
APPROVED

Since 2019-11-05

Branch Locations

4891 Independence Street Suite 205, Wheat Ridge, CO 80033 • United States

155 Bovet Road, Suite 725, San Mateo, CA 94402 • US

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Mountain Financial, Llc	Denver	CO	02/2006	Present
Newport Coast Securities, Inc.	Irvine	CA	05/2015	03/2017
Kingstone Capital Partners	Dallas	TX	03/2017	06/2019
Emerson Equity Llc	San Mateo	CA	05/2017	Present

02/2006 → Present

Mountain Financial, Llc

Denver, CO
05/2015 → 03/2017

Newport Coast Securities, Inc.

Irvine, CA
03/2017 → 06/2019

Kingstone Capital Partners

Dallas, TX
05/2017 → Present

Emerson Equity Llc

San Mateo, CA

Previous Registrations

2017-03-29 → 2020-01-02

Kingstone Capital Partners Texas, Llc

Denver, CO

Frisco, TX
2015-07-15 → 2016-09-01

Newport Coast Securities, Inc.

Denver, CO

Other Businesses

MOUNTAIN FINANCIAL, LLC, INVESTMENT RELATED; DENVER, CO; INSURANCE BROKERAGE, PRESIDENT AND CEO, STARTED 02/2006, APPROX 80 HOURS/MTH, APPROX 40 HOURS/MTH DURING TRADING HOURS, PERFORM ALL ADMINISTRATIVE OVERSIGHT AND PARTICIPATE IN PRODUCTION FOR THE INSURANCE BROKERAGE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-07-08

S66 Uniform Combined State Law Examination

2015-07-08

View on SEC IAPD