JaredWest- Financial Advisor Fresno, CA

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About Jared West

The West Wealth Advisory Approach. Transparency and high-quality service are the basis of our practice. We actively listen to our clients to build strong relationships and develop a deep understanding of their goals and dreams. Our team of experienced financial professionals are committed to consistently communicating throughout every stage of planning and executing on your financial strategy.

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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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LPL ADV 2A

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Additional Detailed Disclosures

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Paladin Research Report For:

Jared West

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