Jason E. West

Jason E. West Email and Phone Number

Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth @ Truist Wealth
Jason E. West's Location
Dallas-Fort Worth Metroplex, United States
Jason E. West's Contact Details

Jason E. West personal email

n/a
About Jason E. West

Jason E. West is a Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth at Truist Wealth. He possess expertise in series 7, retirement planning, mutual funds, investments, uniform combined state law and 16 more skills.

Jason E. West's Current Company Details
Truist Wealth

Truist Wealth

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Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth
Jason E. West Work Experience Details
  • Truist Wealth
    Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth
    Truist Wealth May 2023 - Present
    Fort Worth, Texas, United States
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Truist
    Vice President - Premier Advisor
    Truist Sep 2021 - Apr 2023
    Dallas-Fort Worth Metroplex
  • Jpmorgan Chase Bank, N.A.
    J.P. Morgan Private Client Advisor
    Jpmorgan Chase Bank, N.A. Apr 2021 - Sep 2021
  • Bb&T Wealth
    Wealth Advisor, Vice President, Bb&T Wealth
    Bb&T Wealth Apr 2016 - Mar 2021
    North Texas
    About MeWe believe in maximizing the enjoyment, fulfillment and meaning in our clients’ lives, while mitigating the financial risks and threats so they can live a life of purpose. We differentiate ourselves by how much we care, how purposefully we communicate and how we exhibit the highest levels of competenceDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Td Ameritrade
    Sr. Investment Consultant
    Td Ameritrade Apr 2009 - Apr 2016
    Southlake, Tx
  • Td Ameritrade
    Licensed Broker
    Td Ameritrade Nov 2007 - Apr 2009
    Dallas/Fort Worth Area
  • Full Spectrum Lending
    Team Manager
    Full Spectrum Lending 2006 - 2007
    Dallas/Fort Worth Area
  • Countrywide Home Loan Inc
    Senior Account Executive,
    Countrywide Home Loan Inc 2005 - 2006
    Dallas/Fort Worth Area

Jason E. West Skills

Series 7 Retirement Planning Mutual Funds Investments Uniform Combined State Law Series 63 Wealth Management Asset Allocation Finra Investment Strategies Equities Portfolio Management Financial Services Investment Advisory Asset Management Finance Securities Relationship Management Sales Risk Management Financial Planning

Jason E. West Education Details

Frequently Asked Questions about Jason E. West

What company does Jason E. West work for?

Jason E. West works for Truist Wealth

What is Jason E. West's role at the current company?

Jason E. West's current role is Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth.

What is Jason E. West's email address?

Jason E. West's email address is ja****@****ndt.com

What schools did Jason E. West attend?

Jason E. West attended The University Of Texas At Arlington.

What skills is Jason E. West known for?

Jason E. West has skills like Series 7, Retirement Planning, Mutual Funds, Investments, Uniform Combined State Law, Series 63, Wealth Management, Asset Allocation, Finra, Investment Strategies, Equities, Portfolio Management.

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