Joshua R. Fredendall

WESTMOUNT PARTNERS

Los Angeles, CA 90067

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CRD#: 6606344

Professional summary

Joshua R Fredendall, who also goes by Joshua Robert Fredendall, is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Robert Fredendall

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua R Fredendall's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 18, 2024 - Present

WESTMOUNT PARTNERS, LLC

Office #1: 2049 Century Park East Suite 2500, Los Angeles, CA 90067

RIA

CRD#: 158857

Los Angeles, CA

Past

October 6, 2022 - January 11, 2024

STEELPEAK WEALTH, LLC

RIA

CRD#: 165168

WOODLAND HILLS, CA

Past

June 7, 2016 - November 26, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

April 21, 2016 - November 26, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/18/2024)

IAR

Colorado
(9/19/2024)

IAR

Florida
(11/7/2024)

IAR

Washington
(9/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/6/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/2016

General Securities Representative Examination

Current Firm

WESTMOUNT PARTNERS, LLC

WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC

CRD#: 158857 / SEC#: 801-72739

RIA

Registered Investment Advisory firm - (10/19/2011 Approved)

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Contact information

Main Address

2049 Century Park East Suite 2500, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 556-2502

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,595
AUM (Assets Under Management)	$ 5,202,679,011

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.

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Firm Stability Insights

Joshua R. Fredendall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua R Fredendall's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTMOUNT PARTNERS, LLC

STEELPEAK WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WESTMOUNT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2016

Current Firm

WESTMOUNT PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTMOUNT PARTNERS, LLC

TRUST BUT VERIFY

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