Jared West

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About Jared West

Jared brings over 20 years of experience to his role as Senior Vice President, Financial Advisor. He founded West Wealth Advisory Powered by LPL Financial in 2023 to bring the needed flexibility of financial solutions to better protect his clients and work for their best interest. His passion for helping others inspires him on a daily basis.

Jared's approach to working with his clients is centered on his understanding that everyone is in varying stages of life with differing goals and priorities. His active listening skills allow him to truly get to know his clients and build relationships with them and multiple generations of their families. His values of family and hardwork as well as his industry knowledge allow him to support his clients in every step of their financial journey. Jared is a firm believer that your financial success is best measured against your own goals and not while trying to keep up with other people or the stock market.

Originally from Brigham City, UT, Jared currently resides in Clovis, CA, with his wife, Kasie, and their four children. Outside of the office, Jared loves watching sporting events, reading, and spending time with his family. He is active in the community through the CA Food Bank.

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General Information

Firm Start Year

1925

CRD#

3043661

Firm CRD#

6413

Years of Experience in Financial Services

Compliance

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRM^®

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Education

Bachelor's - Business Finance

Fresno Pacific University
08/1996 -12/1999

Disclosures

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Paladin Research Report For:

West Wealth Advisory Powered by LPL Financial