JW
Jason E. West
TRUIST ADVISORY SERVICES
FORT WORTH, TX 76109
Some features on this profile are disabled
CRD#: 5458471
JW
Professional summary
Jason Edward West, who also goes by Jason Edward West, Jason E West, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Worth, Texas and TRUIST INVESTMENT SERVICES, INC. located in Garland, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Edward West | Jason E West
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Edward West's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 7, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5128 Apache Plum Rd Ste 340, Fort Worth, TX 76109RIA
CRD#: 283390
FORT WORTH, TX
Current
October 7, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2720 Belt Line Rd, Garland, TX 75044Office #2: 8501 W Airport Fwy Ste 100, North Richland Hills, TX 76180Office #3: 12292 Fm 423, Frisco, TX 75034Office #4: 5330 W Lovers Ln, Dallas, TX 75209Office #5: 270 N Kimball Ave, Southlake, TX 76092Office #6: 3550 Forest Ln, Dallas, TX 75234Office #7: 6650 N Macarthur Blvd, Irving, TX 75039Office #8: 7320 N Stemmons Fwy, Dallas, TX 75247Office #9: 535 E Southlake Blvd, Southlake, TX 76092Office #10: 252 N Denton Tap Rd, Coppell, TX 75019Office #11: 1201 Church St, Colleyville, TX 76034Office #12: 2420 N Belt Line Rd Ste 150, Irving, TX 75062Office #13: 4000 5 Points Dr Ste 151, Arlington, TX 76018Office #14: 2820 S Hulen St, Fort Worth, TX 76109Office #15: 1401 N Collins St, Arlington, TX 76011Office #16: 2450 Hall-johnson Rd, Grapevine, TX 76051Office #17: 1100 Village Pkwy, Highland Village, TX 75077Office #18: 1707 S Loop 288, Denton, TX 76205Office #19: 729 Hebron Pkwy Ste 100, Lewisville, TX 75057Office #20: 532 Commerce St, Fort Worth, TX 76102Office #21: 5820 W Northwest Hwy, Dallas, TX 75225Office #22: 3939 Belt Line Rd Ste 100, Addison, TX 75001Office #23: 1133 N Zang Blvd Ste 101, Dallas, TX 75203Office #24: 2606 Fort Worth Ave, Dallas, TX 75211Office #25: 209 E Pleasant Run Rd Ste 133, Desoto, TX 75115Office #26: 5128 Apache Plume Rd Ste 340, Fort Worth, TX 76109BD
CRD#: 17499
GARLAND, TX
Past
May 5, 2021 - September 17, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
GRANBURY, TX
Past
May 5, 2021 - September 17, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
GRANBURY, TX
Past
February 17, 2021 - April 19, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
ATLANTA, GA
Past
February 17, 2021 - April 19, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
FORT WORTH, TX
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
April 26, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
FT WORTH, TX
Past
April 26, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
FT WORTH, TX
Past
July 20, 2009 - April 20, 2016
TD AMERITRADE, INC.
RIA
CRD#: 7870
SOUTHLAKE, TX
Past
July 20, 2009 - April 20, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
SOUTHLAKE, TX
Past
April 18, 2008 - April 20, 2016
TD AMERITRADE, INC.
BD
CRD#: 7870
SOUTHLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/1/2024)
RR
Colorado(8/1/2024)
RR
Florida(11/28/2023)
RR
Kentucky(11/12/2024)
RR
Louisiana(11/12/2024)
IAR
Louisiana(12/4/2024)
RR
Massachusetts(12/7/2023)
RR
North Carolina(11/12/2024)
RR
Oklahoma(2/5/2025)
RR
Oregon(11/12/2024)
RR
Texas(10/7/2021)
IAR
Texas(10/7/2021)
RR
Washington(11/12/2024)
RR
Wisconsin(11/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
