DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Halbert
Feed of 09/15/2026
Also filed as Jeff Halbert
At current firm
2 y
since Oct 25, 2023
In the industry
16 y
since Apr 2, 2010 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Citigroup Global Markets Inc. BD affiliated currentsince Oct 25, 2023 · Aliso Viejo, Ca
- Westmount Partners, LLC independent RIASep 30, 2020 to Oct 2, 2023 · Los Angeles, Ca
- Telos Capital Management, Inc. independent RIAOct 9, 2018 to Sep 11, 2020 · San Diego, Ca
- Check Capital Management Inc independent RIAMar 7, 2018 to Oct 1, 2018 · Costa Mesa, Ca
- Squar Milner Financial Services, LLC formerFeb 12, 2018 to Mar 6, 2018 · Newport Beach, Ca
- Raymond James Financial Services Advisors, Inc BD affiliatedJul 29, 2013 to Feb 9, 2018 · Orlando, Fl
- Morgan Stanley wirehouseApr 8, 2010 to Oct 17, 2012 · Orlando, Fl
Moves
a registration end followed by a registration begin elsewhere
- Westmount Partners, LLC to Citigroup Global Markets Inc.left Oct 2, 2023, registered Oct 25, 2023 (23 days) · RIA to affiliated broker-dealer or bank
- Telos Capital Management, Inc. to Westmount Partners, LLCleft Sep 11, 2020, registered Sep 30, 2020 (19 days) · RIA to RIA
- Check Capital Management Inc to Telos Capital Management, Inc.left Oct 1, 2018, registered Oct 9, 2018 (8 days) · RIA to RIA
- Squar Milner Financial Services, LLC to Check Capital Management Incleft Mar 6, 2018, registered Mar 7, 2018 (1 days) · Other
- Raymond James Financial Services Advisors, Inc to Squar Milner Financial Services, LLCleft Feb 9, 2018, registered Feb 12, 2018 (3 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft Oct 17, 2012, registered Jul 29, 2013 (285 days) · Other
Signals
- Jeffrey Halbert left Westmount Partners, Llc for Citigroup Global Markets Inc. (registered 2023-10-25)Oct 2, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address