Jason E. West
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Jason E. West Email & Phone Number

Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth at Truist Wealth
Location: Dallas-Fort Worth Metroplex, United States 8 work roles 1 school
1 work email found @bbandt.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bbandt.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth
Location
Dallas-Fort Worth Metroplex, United States

Who is Jason E. West? Overview

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Quick answer

Jason E. West is listed as Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth at Truist Wealth, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at bbandt.com and a matched LinkedIn profile for Jason E. West.

Jason E. West previously worked as Vice President - Premier Advisor at Truist and J.P. Morgan Private Client Advisor at Jpmorgan Chase Bank, N.A.. Jason E. West holds Bachelor Of Business Administration (Bba), Business Management from The University Of Texas At Arlington.

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Email format at Truist Wealth

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jwest@bbandt.com
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AeroLeads found 1 current-domain work email signal for Jason E. West. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Series 7, Retirement Planning, Mutual Funds, Investments, and 17 others.

Current workplace

Jason E. West's current company

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Truist Wealth
Truist Wealth
Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth
AeroLeads page
8 roles · 22 years

Jason E. West work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth

Current

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

May 2023 - Present

Vice President - Premier Advisor

Dallas-Fort Worth Metroplex

Sep 2021 - Apr 2023

Wealth Advisor, Vice President, Bb&T Wealth

Bb&T Wealth

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

Apr 2016 - Mar 2021

Sr. Investment Consultant

Southlake, Tx

Apr 2009 - Apr 2016

Licensed Broker

Dallas/Fort Worth Area

Nov 2007 - Apr 2009

Team Manager

Full Spectrum Lending

Dallas/Fort Worth Area

2006 - 2007 ~1 yr
1 education record

Jason E. West education

FAQ

Frequently asked questions about Jason E. West

Quick answers generated from the profile data available on this page.

What company does Jason E. West work for?

Jason E. West works for Truist Wealth.

What is Jason E. West's role at Truist Wealth?

Jason E. West is listed as Vice President, Financial Advisor, Truist Investment Services Inc, Truist Wealth at Truist Wealth.

What is Jason E. West's email address?

AeroLeads has found 1 work email signal at @bbandt.com for Jason E. West at Truist Wealth.

Where is Jason E. West based?

Jason E. West is based in Dallas-Fort Worth Metroplex, United States while working with Truist Wealth.

What companies has Jason E. West worked for?

Jason E. West has worked for Truist Wealth, Truist, Jpmorgan Chase Bank, N.A., Bb&T Wealth, and Td Ameritrade.

How can I contact Jason E. West?

You can use AeroLeads to view verified contact signals for Jason E. West at Truist Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jason E. West attend?

Jason E. West holds Bachelor Of Business Administration (Bba), Business Management from The University Of Texas At Arlington.

What skills is Jason E. West known for?

Jason E. West is listed with skills including Series 7, Retirement Planning, Mutual Funds, Investments, Uniform Combined State Law, Series 63, Wealth Management, and Asset Allocation.

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