Jason E. West Email and Phone Number
Jason E. West work email
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Jason E. West personal email
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.
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Vice President, Financial Advisor, Truist Investment Services Inc, Truist WealthTruist Wealth May 2023 - PresentFort Worth, Texas, United StatesDue 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 -
Vice President - Premier AdvisorTruist Sep 2021 - Apr 2023Dallas-Fort Worth Metroplex -
J.P. Morgan Private Client AdvisorJpmorgan Chase Bank, N.A. Apr 2021 - Sep 2021 -
Wealth Advisor, Vice President, Bb&T WealthBb&T Wealth Apr 2016 - Mar 2021North TexasAbout 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
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Sr. Investment ConsultantTd Ameritrade Apr 2009 - Apr 2016Southlake, Tx -
Licensed BrokerTd Ameritrade Nov 2007 - Apr 2009Dallas/Fort Worth Area -
Team ManagerFull Spectrum Lending 2006 - 2007Dallas/Fort Worth Area
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Senior Account Executive,Countrywide Home Loan Inc 2005 - 2006Dallas/Fort Worth Area
Jason E. West Skills
Jason E. West Education Details
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Business Management
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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