Jarred
West
Janney Montgomery Scott LLC
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About this Advisor
Jarred West is a financial advisor based in Charlotte, North Carolina, working with Janney Montgomery Scott LLC. Jarred has previously held positions at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Jarred has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jarred is part of Janney Montgomery Scott LLC, which operates out of Charlotte, North Carolina. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jarred West Work History
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
N/A
Disclosures
Please visit the SEC profile of Jarred West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
New Haven, CT
Berwyn, PA
Harrisonburg, VA
Raleigh, NC
Pittsburgh, PA
Richmond, VA
Towson, MD
Columbus, OH
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