Jason West

Jason West
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1503

jason.west@truist.com

Phone 682-233-9134

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About me

Background

Jason West joined Truist in 2016 following a ten-year career as an advisor at another institution. Offering 18 years of financial services experience to his role as an advisor, he has supported a wide range of clients from those just starting to save to those with significant wealth. Jason provides an exceptional investor experience to individuals and families by offering comprehensive financial planning and advised solutions that deepen client relationships.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

As a native of Fort Worth, and graduate of The University of Texas at Arlington, Jason is passionate about giving back his community. He volunteers on the leadership council for One Safe Place in Ft. Worth, as well as a coach for the Mansfield Girls Softball Association. When not at work, Jason enjoys the outdoors, cooking and raising his three daughters with wife, Erin.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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