Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Charles West is a financial advisor with Kestra Private Wealth Services, LLC. Jack has been in the financial industry since 1989 and is registered to provide investment advice and securities services in multiple states. Jack is experienced in providing financial and wealth management consulting services, including retirement and financial planning. Jack also provides equity trading services and occasional life insurance and variable annuity product consultations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/27/2023 - Present
Kestra Private Wealth Services, LLC (BREA CA)
CA
08/28/2008 - 02/06/2015
LPL FINANCIAL LLC (SANTA ANA CA)
CA
12/07/2006 - 09/04/2008
CROWELL, WEEDON & CO. (IRVINE CA)
CA
05/09/2001 - 12/07/2006
THE SEIDLER COMPANIES INCORPORATED (IRVINE CA)
CA
05/09/2001 - 11/29/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
08/17/1995 - 04/20/2001
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
01/23/1994 - 09/15/1995
LAZAR FREDERICK & COMPANY (BEVERLY HILLS CA)
CA
05/13/1993 - 01/07/1994
UNISON CAPITAL GROUP (MOUNTAIN VIEW CA)
CA
02/03/1989 - 04/09/1991
VESTCORP SECURITIES, INC. (IRVINE CA)
NA
09/18/1987 - 03/06/1989
EQUITY PROGRAMS CORPORATION
IA
Issued 05/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1989
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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