Jeff Webb
Jeff Webb is a registered investment advisor at Emerson Equity LLC, based in Wheat Ridge, CO, with 10 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
4891 Independence Street, Suite 205, Wheat Ridge, CO, 80033
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2025Customer Dispute
March 2025Judgment / Lien
October 2018Other Business ActivitiesSells Insurance
Jeff is the President and CEO of Mountain Financial, LLC, an insurance brokerage, since 2006. He dedicates about half of his time to this role, including about a quarter of his time during trading hours, performing administrative oversight and participating in production.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Kingstone Capital Partners Texas, LLC
Kingstone Capital Partners Texas, LLC
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.