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Jason John Ruther

Capital West Partners, LLC

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About Jason John Ruther

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.

Firm Information

Jason Ruther is currently registered with Capital West Partners, LLC. Capital West Partners, LLC is a registered investment advisor based in Tucson, AZ. They provide financial planning and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $275 million in assets for 166 clients.
Capital West Partners, LLC

6842 E. TANQUE VERDE ROAD

TUCSON, AZ 85715

$275.25M

Assets Under Management

166

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Ruther’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason John Ruther.
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