JT
John A. Trujillo
WEST END WEALTH MANAGEMENT
Denver, CO 80237
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CRD#: 6513006
JT
Professional summary
John A. Trujillo II, CFP®, who also goes by John A Trujillo II, John Andrew Trujillo Ii, is a registered financial advisor currently at WEST END WEALTH MANAGEMENT, LLC located in Denver, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John A Trujillo Ii | John Andrew Trujillo Ii
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.
1. Arapahoe Community College, Board of Directors & Foundation, President, no compensation received, spends less than 5% of time monthly
2. Trujillo Pottery, LLC- owner. Creates and sells pottery for compensation. Not investment related. Spends less than 10% of time monthly; none during trading hours.
3. Member, Investment Committee for Women's Foundation of Colorado. Not investment related. No income received. Spends less than 10% of time monthly; none during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John A. Trujillo II'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®
Experience
Current
July 2, 2015 - Present
WEST END WEALTH MANAGEMENT, LLC
Office #1: 8055 E. Tufts Avenue Suite 830, Denver, CO 80237RIA
CRD#: 234791
Denver, CO
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".
WE
WEST END WEALTH MANAGEMENT, LLC
WEST END WEALTH MANAGEMENT LLC | WEST END WEALTH MANAGEMENT, LLC
CRD#: 234791 / SEC#: 801-123620
RIA
Registered Investment Advisory firm - (4/1/2022 Approved)Colorado
Registered Investment Advisory firm - (4/4/2022 Terminated)Texas
Registered Investment Advisory firm - (4/4/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Colorado(7/2/2015)
IAR
Texas(2/21/2018)
Exams
Current Firm
WE
WEST END WEALTH MANAGEMENT, LLC
WEST END WEALTH MANAGEMENT LLC | WEST END WEALTH MANAGEMENT, LLC
CRD#: 234791 / SEC#: 801-123620
RIA
Registered Investment Advisory firm - (4/1/2022 Approved)Colorado
Registered Investment Advisory firm - (4/4/2022 Terminated)Texas
Registered Investment Advisory firm - (4/4/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8055 E. Tufts Avenue Suite 830, Denver, CO 80237
Mailing Address
Phone number
(720) 593-9396
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 143,456,800 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
