Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason West is a financial advisor with Truist Advisory Services, Inc., with over 15 years of experience in the financial industry. Jason is registered as a Broker/Dealer and Investment Advisor Representative with the firm. Jason West is dedicated to providing personalized financial guidance and investment strategies that are tailored to meet the individual needs of clients. He has a comprehensive understanding of the financial markets and a proven track record of success in helping clients achieve their financial goals. Jason is committed to providing exceptional client service and building long-lasting relationships based on trust and integrity.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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TX
10/07/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
TX
05/05/2021 - 09/17/2021
J.P. MORGAN SECURITIES LLC (GRANBURY TX)
TX
02/17/2021 - 04/19/2021
TRUIST INVESTMENT SERVICES, INC. (FORT WORTH TX)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
04/26/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FT WORTH TX)
TX
04/18/2008 - 04/20/2016
TD AMERITRADE, INC. (SOUTHLAKE TX)
BOTH
Issued 07/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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