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Nathan Johns Irby

Investment adviser representative at Westpark Wealth Advisors, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$254.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Westpark Wealth Advisors, Inc.Jan 2019 to now
  2. Calton & Associates, Inc.Jan 2019 to now
  3. Bank of America, N.A.Jan 2018 to Dec 2018
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Dec 2018
  5. Robert Half InternationalFeb 2017 to Jun 2017
  6. Trenegy Inc.Jun 2014 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 3 states (LA, SC, TX).

Westpark Wealth Advisors, Inc.

$254.3MAssets managed
776Clients
26Advisers
22 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
6823924
Firm CRD
130914
Advisor's SEC record (opens in a new tab)
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