Jarred Allen West

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2022 → 12/2024
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 01/2025 → Present
  Raymond James Financial Services Inc.
  Cornelius, NC
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Cornelius, NC
• 01/2025 → Present
  Williamson Wealth Group
  Cornelius, NC
• 09/2014 → 11/2016
  Wells Fargo Advisors
  Charlotte, NC

Previous Registrations

• 2022-08-10 → 2025-01-10
  Janney Montgomery Scott Llc
  Charlotte, NC
  Philadelphia, PA
• 2019-02-15 → 2022-08-09
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  St. Louis, MO
  Charlotte, NC

Other Businesses

(1)Name of Business: Williamson Wealth Group Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor for book of business.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-15
• S63 Uniform Securities Agent State Law Examination
  2012-07-26

Other Names

• Jarred West
• Jarred A West