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Jeffrey Cosgrove

Westwood Wealth Management

Los Angeles, CA

CRD 7408097

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Employer firm

Westwood Wealth Management CRD 290658

$300M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Westwood Wealth Management

11150 Santa Monica Blvd. Suite 740, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-11
TX RA APPROVED 2021-10-11
  • CA RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2021-10-11

Branch Locations

11150 Santa Monica Blvd. Suite 740, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westwood Wealth Management Westwood CA 02/2021 Present
Brennan & Company Palm Desert CA 01/2016 05/2017
Xavier College Preparatory Palm Desert CA 07/2011 05/2017
California State University Long Beach Long Beach CA 05/2017 05/2021
  • 02/2021 → Present
    Westwood Wealth Management
    Westwood, CA
  • 01/2016 → 05/2017
    Brennan & Company
    Palm Desert, CA
  • 07/2011 → 05/2017
    Xavier College Preparatory
    Palm Desert, CA
  • 05/2017 → 05/2021
    California State University Long Beach
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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