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EW

Eric B. Westendorf

JANUS HENDERSON DISTRIBUTORS US LLC
Denver, CO 80206-4923
Some features on this profile are disabled
CRD#: 2318073
EW

Professional summary


Eric Brandon Westendorf, CIMA® is a registered financial professional currently at JANUS HENDERSON DISTRIBUTORS US LLC located in Denver, Colorado.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Olive Crest Nature: A charitable organization to assist official western state adoption agencies (in this case Washington State--my own state) in the long-term or immed/short-term adoption of children of all ages working to prevent child abuse finding good homes for neglected kids and teaching independent life skills training and mentoring Position: Board Member Description: Fundraising and giving Investment Related: No Hours: 1/week Securities Trading Hours: 0 Start Date: 3/1/2022 Address: 2500 116th Av NE, Bellevue, WA 98004

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Eric Brandon Westendorf's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Experience


Current

January 19, 2024 - Present

JANUS HENDERSON DISTRIBUTORS US LLC

Office #1: 151 Detroit Street, Denver, CO 80206-4923
BD
CRD#: 28832
Denver, CO
Past

September 1, 2011 - April 11, 2023

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
CHICAGO, IL
Past

February 9, 2009 - September 1, 2011

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
CHICAGO, IL
Past

May 28, 2004 - January 27, 2009

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA
CRD#: 106562
IRVINE, CA
Past

April 2, 2004 - April 11, 2023

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

October 21, 2003 - November 17, 2003

BRANDES INVESTMENT PARTNERS, LP

RIA
CRD#: 105404
SAN DIEGO, CA
Past

July 8, 1997 - August 28, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEWPORT BEACH, CA
Past

January 28, 1995 - August 28, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 16, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/19/2024)
RR
Colorado
(1/19/2024)
RR
Hawaii
(1/19/2024)
RR
Washington
(1/19/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/23/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JH
JANUS HENDERSON DISTRIBUTORS US LLC
JANUS DISTRIBUTORS LLC | JANUS HENDERSON DISTRIBUTORS US LLC | JANUS HENDERSON DISTRIBUTORS | JANUS DISTRIBUTORS, INC.

CRD#: 28832 / SEC#: , 8-43810

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
151 Detroit Street, Denver, CO 80206-4923
Mailing Address
151 Detroit Street, Denver, CO 80206-4923
Phone number
(303) 333-3863
Established
Delaware since 02/27/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
JANUS HENDERSON INVESTORS US LLCMANAGING MEMBER
ANDERS, JOHANNA MARRIECHIEF COMPLIANCE OFFICER AND HEAD OF DISTRIBUTION COMPLIANCE (US)2350087
CASHEL, WILLIAM S IVHEAD OF BUSINESS DEVELOPMENT, PRIVACORE CAPITAL, LLC2870348
CRAWFORD, BERG ASHTONCHIEF ACCOUNTING OFFICER7933828
FALCONER, PETER JOHNASSISTANT SECRETARY7218508
GRAUERHOLZ, STEPHANIE LYNNDEPUTY GENERAL COUNSEL4696390
LACY, KARLENE JGLOBAL HEAD OF TAX5073113
MARIANI, KRISTIN BRETTHEAD OF COMPLIANCE, NORTH AMERICA2740967
ROSENBERG, MICHELLE ROSEGENERAL COUNSEL, SECRETARY4735608
SABA, STEVEN RICHARDFINANCIAL AND OPERATIONS PRINCIPAL5847576
SCHWEITZER, MICHAEL ALANPRESIDENT1940642
UTZ, KATHRYN BRETTONDEPUTY CHIEF COMPLIANCE OFFICER AND N.A. HEAD OF SALES PRACTICE COMPLIANCE3100695

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832Denver, CO 80206-4923

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