WestPark Team
Thomas E. Jandt
Branch Manager – Newport Beach Office
Mr. Jandt is currently a Branch Manager and investment advisor representative in Newport Beach, CA. Thomas has over 25 years of extensive experience working in the financial services industry. In this time, he has supervised registered representatives and investment advisor representatives as well as personally creating unique and innovative investment strategies specifically designed for managing client portfolios and expectations through the various market cycles. Thomas provides advisory services, retirement planning and individual investment account services for traditional retail investors. Thomas is also a CA life and health insurance agent working with clients to create asset protection strategies for investors interested in working to create legacy wealth distribution plans through life insurance, as well as providing planning assistance to investors seeking investments in annuities and long-term care insurance.
Thomas serves as the Chairman of the 501c3 nonprofit, Champions & Heroes, which supports U.S. Military Veterans and First Responders. Thomas currently holds the series 7, 24, 63, 65 and 79 registrations.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck