Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Vance West is a financial advisor with over 24 years of experience in the industry. Jared is currently registered with LPL Financial LLC in Fresno, CA. Prior to joining LPL Financial LLC, Jared worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Salomon Smith Barney Inc., and American Express Financial Advisors Inc. Jared is a licensed securities professional and holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses. Jared provides financial planning, investment advisory, and consulting services to a range of clients including individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/04/2023 - Present
LPL Financial LLC (FRESNO CA)
CA
10/23/2009 - 10/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
08/29/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRESNO CA)
NY
03/09/1999 - 08/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
10/30/1998 - 04/06/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/30/1998 - 04/06/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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