Jake West is a registered investment advisor, based in Malvern, PA, with 14 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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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.
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Jake is a landlord/owner of rental property in Conshohocken, PA since 2022. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
December 2020 - Present · 5 yrs 7 mos
Vanguard Advisers, INC.
December 2020 - Present · 5 yrs 7 mos
Vanguard Marketing CorporationBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Advice and Planning Services
June 2018 - November 2020 · 2 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2016 - November 2020 · 4 yrs 8 mos
Vanguard Marketing CorporationBroker
June 2011 - February 2016 · 4 yrs 8 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.