James Berliner has been Chairman of Westmount Partners since January 2022, is a control person of the firm and directly owns under 5% of it. James Berliner holds a Degree in public policymaking from Brown University and a Law degree from Harvard University.
Westmount Partners, LLC is a Los Angeles, CA firm with $5.94B under management, 1,463 clients and 18 advisers across 2 offices, as of its May 2026 filing.
Jim Berliner is Founder and Chairman of Westmount Partners, LLC, based in Los Angeles. In 1990, he and his father created Westmount. Before that, he spent nearly a decade practicing law, first as a civil litigator in downtown Los Angeles and then as a prosecutor in the Criminal Division of the U.S. Attorney's Office.
James Berliner’s longest registration was 21 years at Westmount Asset Management Inc (1990–2011). Before joining Westmount Partners in 2011, James Berliner was registered through Westmount Asset Management Inc.
- Westmount Partners, LLCCurrent– present · 14 yearsLos Angeles, CA · Adviser representative · Firm CRD 158857
- Westmount Asset Management Inc– · 21 yearsLos Angeles, CA · Adviser representative · Firm CRD 104665
Investment adviser representative registrations
James Berliner is registered as an investment adviser representative in California, since November 2011.
- CaliforniaSince 9 November 2011
Examinations
No examinations are on James Berliner’s record.
- Full name
- James Edgar Berliner
- CRD
- 4347667
- Firm
- Westmount Partners · CRD 158857
- Role
- Chairman
- Office
- 2049 CENTURY PARK EAST, SUITE 2500, Los Angeles, CA 90067
- Registration
- Investment adviser registration
- In the industry since
- June 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westmount.com
Where does James Berliner work?
James Berliner has been Chairman of Westmount Partners, LLC since January 2022, and is a control person of the firm.
Is James Berliner a financial advisor?
Yes. James Berliner has a current investment-adviser registration in California, through Westmount Partners since November 2011.
How many years of experience does James Berliner have?
James Berliner has 36 years in the financial industry, since June 1990, across 2 adviser firms.
Where is James Berliner based?
James Berliner’s registered office is in Los Angeles, CA.
Is James Berliner registered with FINRA?
No. James Berliner has no current broker registration.
How can I verify James Berliner’s record?
Search CRD 4347667 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Berliner’s full registration record.
