Jamie Lee Schlag
Investment adviser representative at Westwood Management Corp
14 yearsExperience
1 stateRegistered in
$12.5BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Westwood Management CorpJun 2026 to now
- Sabrosa Venture Holdings, LLCMar 2025 to now
- Salient Capital L.P.Jul 2024 to now
- Gradient Securities, LLCMar 2019 to Jun 2024
- Capital Financial Services, Inc.Aug 2012 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MN).
Westwood Management Corp
$12.5BAssets managed
247Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114352
- Firm CRD
- 110269