Jarred West
Jarred West is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cornelius, NC, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7632 Norman Island Dr, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarred works as a financial advisor for Williamson Wealth Group, managing a book of business. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations13 states
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