Jeffrey Halbert

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 01/2018
  Halbert Financial Management, Llc
  Winter Garden, FL
• 06/2013 → 02/2018
  Raymond James Financial Services
  Winter Garden, FL
• 02/2018 → 03/2018
  Squar Milner Financial Services, Llc
  Newport Beach, CA
• 03/2018 → 09/2018
  Check Capital Management Inc.
  Costa Mesa, CA
• 10/2018 → 08/2020
  Telos Capital Management, Inc.
  San Diego, CA
• 08/2020 → 09/2023
  Westmount Asset Management, Llc
  Los Angeles, CA
• 09/2023 → Present
  Citi
  Los Angeles, CA

Previous Registrations

• 2020-09-30 → 2023-10-02
  Westmount Partners, Llc
  Los Angeles, CA
• 2018-10-09 → 2020-09-11
  Telos Capital Management, Inc.
  San Diego, CA
• 2018-03-07 → 2018-10-01
  Check Capital Management Inc
  Costa Mesa, CA
• 2018-02-12 → 2018-03-06
  Squar Milner Financial Services, Llc
  Newport Beach, CA
• 2013-07-29 → 2018-02-09
  Raymond James Financial Services Advisors, Inc
  Orlando, FL
  Winter Garden, FL
• 2010-04-08 → 2012-10-17
  Morgan Stanley
  Orlando, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-27
• S66 Uniform Combined State Law Examination
  2010-04-02

Other Names

• Jeff Halbert
• Jeffrey Michael Halbert