Jacob Richard West

Current Employers

Wt Wealth Management, Llc

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-17
AZ	RA	APPROVED	2023-10-12
UT	RA	APPROVED	2023-09-21

CA RA
APPROVED

Since 2025-11-17
AZ RA
APPROVED

Since 2023-10-12
UT RA
APPROVED

Since 2023-09-21

Branch Locations

Sandy, UT • United States

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Oregon	Eugene	OR	07/2019	06/2023
Wt Wealth Management, Llc	Scottsdale	AZ	07/2023	Present
Bandon Dunes Golf Resort	Bandon	OR	06/2021	06/2023
Rowland Hall School	Salt Lake City	UT	01/2013	06/2018
Woodward Park City	Park City	UT	06/2018	11/2018
Snowbird	Salt Lake City	UT	11/2018	04/2019
Wt Wealth Management, Llc	Scottsdale	AZ	06/2024	12/2024
Black Mountain Investment Group	Salt Lake City	UT	02/2025	Present
Quest Consulting, Llc	Sandy	UT	02/2025	Present
The Jupiter Fund Gp	Reno	NV	02/2025	04/2025
Smilin'	Sandy	UT	06/2024	Present
Black Mountain Investments (Fka The Jupiter Fund)	Reno	NV	04/2025	Present

07/2019 → 06/2023

University Of Oregon

Eugene, OR
07/2023 → Present

Wt Wealth Management, Llc

Scottsdale, AZ
06/2021 → 06/2023

Bandon Dunes Golf Resort

Bandon, OR
01/2013 → 06/2018

Rowland Hall School

Salt Lake City, UT
06/2018 → 11/2018

Woodward Park City

Park City, UT
11/2018 → 04/2019

Snowbird

Salt Lake City, UT
06/2024 → 12/2024

Wt Wealth Management, Llc

Scottsdale, AZ
02/2025 → Present

Black Mountain Investment Group

Salt Lake City, UT
02/2025 → Present

Quest Consulting, Llc

Sandy, UT
02/2025 → 04/2025

The Jupiter Fund Gp

Reno, NV
06/2024 → Present

Smilin'

Sandy, UT
04/2025 → Present

Black Mountain Investments (Fka The Jupiter Fund)

Reno, NV

Other Businesses

Black Mountain Investment Group ("BMIG"). 299 S Main Street, 13F, Salt Lake City, UT 84111. Partner/Owner/Member since February 2025. Non-investment related. Provides back-office management and technology consulting for companies needing modernization. Quest Consulting, LLC ("QC"). 10716 S Dimple Dell Drive, Sandy, UT 84092. Owner/Tech Consultant since February 2025. Non-investment related. QC provides its consulting services to BMIG. Identifying and referring businesses that need technology or back-office modernization to BMIG. Advisor spends 15-20 hours per month on this activity, which are conducted outside of securities trading hours. Black Mountain Investments (fka The Juniper Fund) ("BMI"). 401 Ryland St., Ste 200-A, Reno, NV 89502. General Partner since February 2025 and involvement is strictly limited to voting. Investment-related. BMI is the GP of Black Mountain Investment Fund, LP, a private investment fund composed solely of accredited investors. Advisor spends 2-3 hours per month on this activity, which are generally outside of securities trading hours. Smilin'. 10716 S Dimple Dell Drive, Sandy, UT 84092. Chief Executive Officer since June 2024 overseeing product development, market strategy, team leadership and investor relations. Non-investment related. Digital platform (website and mobile application) aimed at improving mental and physical health through structured social and wellness-based engagement. Advisor spends 2-3 hours per month on this activity which are generally outside of securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-20

S65 Uniform Investment Adviser Law Examination

2023-09-20

Other Names

Jake West

View on SEC IAPD