Jayson C. West
Professional summary
Jayson Charles West, CFP® is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Jayson is registered as a RR (Registered Representative) and started their career in finance in 1997. Jayson has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jayson Charles West's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
May 1, 2024 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 1301 S Harrison Street, Fort Wayne, IN 46802September 28, 2011 - May 1, 2024
OSAIC FA, INC.
November 6, 2009 - December 31, 2012
LINCOLN FINANCIAL DISTRIBUTORS, INC.
June 7, 2000 - June 19, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 7, 2000 - September 13, 2011
OSAIC FA, INC.
May 19, 1997 - May 10, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
May 19, 1997 - May 10, 2000
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/3/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
