Jason West is a registered investment advisor, based in Fort Worth, TX, with 17 years of industry experience.
Location
5128 Apache Plum Rd, Ste 340, Fort Worth, TX, 76109
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
October 2021 - Present · 4 yrs 7 mos
Truist Advisory Services, INC.
October 2021 - Present · 4 yrs 7 mos
Truist Investment Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2021 - September 2021 · 4 mos
J.P. Morgan Securities LLCBroker
May 2021 - September 2021 · 4 mos
Truist Investment Services, INC.Broker
February 2021 - April 2021 · 2 mos
Truist Advisory Services, INC.
February 2021 - April 2021 · 2 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2016 - January 2018 · 1 yr 9 mos
Bb&t Investment Services, INC.Broker
April 2016 - January 2018 · 1 yr 9 mos
Amerivest Investment Management, LLC
July 2009 - April 2016 · 6 yrs 9 mos
TD Ameritrade, INC.
July 2009 - April 2016 · 6 yrs 9 mos
TD Ameritrade, INC.Broker
April 2008 - April 2016 · 8 yrs
State Registrations12 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.