JE
James Edgar Berliner
CRD 4347667
Firms
| Firm | Role | As of |
|---|---|---|
| Westmount Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Westmount Partners, Llc
Chairman · Less than 5% · Feb 2024
-
Westmount Partners, Llc
Chairman · 50% – 75% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗