Jason
West

Pruco Securities, LLC

CRD#6079895
Investment Advisor
in Warrington, PA

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About this Advisor

Jason West is a financial advisor who works out of Warrington, Pennsylvania, who has 4 years of relevant experience. West is on the advisory team at Pruco Securities, LLC. Throughout their career, they have worked at Pruco Securities LLC, Prudential Insurance Company Of America, Delaware Valley College, Sei Investments Distribution Co, Sei Investments Management Corp, Pruco Securities, LLC and Emoney Advisor. West holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Pruco Securities, LLC is an advisory firm that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 advisors. It manages $14 billion in assets under management between its 106,737 client accounts, making it one of the largest firms in the country by assets under management. Of its 106,737 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Pruco Securities, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2700 Kelly Road Suite 100D
Warrington, PA 18976

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

PA Average: $10,121,009,343
Total Number of Employees

2,500

PA Average: 92
Total Number of Accounts

106,737

PA Average: 6,978
Average Account Size

$131,438

PA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jason West Work History

Jason has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pruco Securities, LLC

2019 - Present (5 years)

Prudential Insurance Company Of America

2018 - 2019 (1 year)

Emoney Advisor

2015 - 2018 (3 years)

Sei Investments Distribution Co

2015 - 2018 (3 years)

Sei Investments Management Corp

2013 - 2015 (2 years)

Pruco Securities LLC

2013 - 2015 (2 years)

Prudential Insurance Company Of America

2011 - 2013 (2 years)

Delaware Valley College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason 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 Prudential Financial Planning Services

James Mashey
Sarver, PA
Thomas Geissler
Minneapolis, MN
James Wright
Bellevue, WA
Douglas Ireland
Danville, IL
Andrew Estreich
Port Washington, NY
Lawrence Frydman
Basking Ridge, NJ
Oksana Flaks
Brooklyn, NY
Kevin Shelton
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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