Jason Edward West
Investment Adviser Representative at Truist Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Edward West is an investment adviser representative with Truist Advisory Services, Inc. in Burleson, TX, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 6 firms, including J.p. Morgan Securities LLC and Bb&t Securities, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
- Broker:
12 states and territories
California, Colorado, Florida, Kentucky, Louisiana, Massachusetts, North Carolina, Oklahoma, Oregon, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BB&T Investment Services, Inc.Apr 2016 – Jan 2018Ft. Worth, TX
- Bb&t Securities, LLCJan 2018 – Apr 2021Ft. Worth, TX
- Truist Investment Services, Inc.Feb 2021 – Apr 2021Fort Worth, TX
- Truist Advisory Services, Inc.Feb 2021 – Apr 2021Ft. Worth, TX
- JP Morgan Chase BANK, N.A.Apr 2021 – Sep 2021Granbury, TX
- J.p. Morgan Securities LLCApr 2021 – Sep 2021Granbury, TX
- Truist Investment Services, IncOct 2021 – May 2023Atlanta, GA
- Truist Advisory Services, IncOct 2021 – May 2023Atlanta, GA
- Truist Investment Services, Inc.May 2023 – no end date reportedDallas, TX
- Truist Advisory Services , Inc.May 2023 – no end date reportedDallas, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truist Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,003
- Offices listed on AdvisorFinder:
- 53
- Main office:
- Atlanta, GA
- SEC file number:
- 801-107729
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 30, 2026
View full firm profileOther advisors at Truist Advisory Services, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Edward West has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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