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Detailed Report
Jason EDWARD West
JASON EDWARD WEST, Jason E West
CRD#: 5458471
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 5128 APACHE PLUM RD
STE 340
FORT WORTH, TX 76109
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 5128 APACHE PLUME RD
STE 340
FORT WORTH, TX 76109
Registration History
20082010201220142016201820202022202420262 FIRMS2009 - 2016 (6 years)2 FIRMS2016 - 2018 (1 year)2 FIRMS2018 - 2021 (3 years)4 FIRMS2021 - 2021 (<1 year)2 FIRMS2021 - Present (3 years)BTD AMERITRADE, INC. (CRD# 7870)2008 - 2016 (8 years)
License(s)

State Registrations

B
California 8/1/2024
B
North Carolina 11/12/2024
B
Colorado 8/1/2024
B
Oklahoma 2/5/2025
B
Florida 11/28/2023
B
Oregon 11/12/2024
B
Kentucky 11/12/2024
B
Texas 10/7/2021
B
Louisiana 11/12/2024
IA
Texas 10/7/2021
IA
Louisiana 12/4/2024
B
Washington 11/12/2024
B
Massachusetts 12/7/2023
B
Wisconsin 11/12/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
5128 APACHE PLUME RD STE 340, FORT WORTH, TX 76109
6650 N MACARTHUR BLVD, IRVING, TX 75039
Registered with this firm since 10/7/2021
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
5128 APACHE PLUM RD STE 340, FORT WORTH, TX 76109
Registered with this firm since 10/7/2021
Previous Registration(s)
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IA
 05/05/2021 - 09/17/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) GRANBURY, TX
B
 05/05/2021 - 09/17/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) GRANBURY, TX
IA
 02/17/2021 - 04/19/2021 TRUIST ADVISORY SERVICES, INC. (CRD#:283390) ATLANTA, GA
B
 02/17/2021 - 04/19/2021 TRUIST INVESTMENT SERVICES, INC. (CRD#:17499) FORT WORTH, TX
IA
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
B
 01/02/2018 - 02/17/2021 BB&T SECURITIES, LLC (CRD#:142785) RICHMOND, VA
IA
 04/26/2016 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) FT WORTH, TX
B
 04/26/2016 - 01/02/2018 BB&T INVESTMENT SERVICES, INC. (CRD#:33856) FT WORTH, TX
IA
 07/20/2009 - 04/20/2016 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) SOUTHLAKE, TX
IA
 07/20/2009 - 04/20/2016 TD AMERITRADE, INC. (CRD#:7870) SOUTHLAKE, TX
B
 04/18/2008 - 04/20/2016 TD AMERITRADE, INC. (CRD#:7870) SOUTHLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.