Philip Edward West

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2019 → Present
  Edward Jones
  St Louis, MO
• 08/2004 → 02/2019
  Tulsa Runner Llc
  Tulsa, OK

Other Businesses

John Knox Presbyterian Church Type: Date: 03/04/21 Title: Foundation Board Trad Hrs: 0 Tot Hrs: 0 Income: 0 Desc: Helping advise the church session on the foundation funds and uses. City-State: Tulsa OK ** Tulsa Runner Type of business: Retail Tulsa, OK Start date: 8/1/2004 Sales Hours per week: 0 Hours during trading: 0 I'm just tidying up some loose ends from sales I am owed commission on. A couple deliveries and some bookkeeping. I might time a race or two for them in the next year. ** Landlord Type of business: Residential rental Tulsa, OK Start date: 1/1/2011 Landlord Hours per week: 1 Hours during trading: 0 Collect $ from the tenant, clean up between tenants, find new tenants. VA OKC, OK Start date: 1/1/2013 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06