Jason Edward West

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2018
  Bb&T Investment Services, Inc.
  Ft. Worth, TX
• 01/2018 → 04/2021
  Bb&T Securities, Llc
  Ft. Worth, TX
• 02/2021 → 04/2021
  Truist Investment Services, Inc.
  Fort Worth, TX
• 02/2021 → 04/2021
  Truist Advisory Services, Inc.
  Ft. Worth, TX
• 04/2021 → 09/2021
  Jp Morgan Chase Bank, N.A.
  Granbury, TX
• 04/2021 → 09/2021
  J.P. Morgan Securities Llc
  Granbury, TX
• 10/2021 → 05/2023
  Truist Investment Services, Inc
  Atlanta, GA
• 10/2021 → 05/2023
  Truist Advisory Services, Inc
  Atlanta, GA
• 05/2023 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 05/2023 → Present
  Truist Advisory Services , Inc.
  Dallas, TX

Previous Registrations

• 2021-05-05 → 2021-09-17
  J.P. Morgan Securities Llc
  Granbury, TX
• 2021-02-17 → 2021-04-19
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Ft Worth, TX
  Fort Worth, TX
  Richmond, VA
• 2016-04-26 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Ft Worth, TX
• 2009-07-20 → 2016-04-20
  Td Ameritrade, Inc.
  Fort Worth, TX
  Southlake, TX
• 2009-07-20 → 2016-04-20
  Td Ameritrade Investment Management, Llc
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2009-07-08
• S63 Uniform Securities Agent State Law Examination
  2008-04-25

Other Names

• Jason Edward West
• Jason E West