Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarred? Claim Your ProfileJarred West is a financial advisor at Janney Montgomery Scott LLC. Jarred has been in the industry for over 8 years, holding positions at Wells Fargo Clearing Services, LLC, and AXA Advisors, LLC, before joining Janney Montgomery Scott LLC. Jarred holds several licenses including Series 63, Series 66, Series 7, Series 9, Series 10, and the SIE. Jarred specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Fee plus commission
1
2
NC
08/10/2022 - Present
Janney Montgomery Scott LLC (Charlotte NC)
NC
01/30/2015 - 08/09/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
SC
07/20/2012 - 03/04/2013
AXA ADVISORS, LLC (COLUMBIA SC)
BOTH
Issued 02/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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