Jeffrey Cosgrove
Investment adviser representative at Westwood Wealth Management
15 yearsExperience
2 statesRegistered in
$300.4MFirm assets
5 yearsFirm in business
Are you Jeffrey Cosgrove? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Westwood Wealth ManagementFeb 2021 to now
- California State University Long BeachMay 2017 to May 2021
- Brennan & CompanyJan 2016 to May 2017
- Xavier College PreparatoryJul 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Westwood Wealth Management
$300.4MAssets managed
130Clients
2Advisers
5 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
- 7408097
- Firm CRD
- 290658