Unclaimed
Jason Ruther is a financial advisor with Capital West Partners, LLC, a Registered Investment Advisor firm based in Tucson, Arizona. Jason has been active in the financial services industry since August 1996. Prior to joining Capital West Partners, LLC, Jason was associated with Raymond James Financial Services, Inc. in St. Petersburg, Florida. Jason is a registered investment advisor in Arizona.
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.
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
AZ
01/10/2011 - Present
Capital West Partners, LLC (TUCSON AZ)
FL
08/13/1996 - 03/24/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 03/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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