Jacob West (CRD# 7785395) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wt Wealth Management, LLC | Scottsdale, AZ | Jul 2023 - Current | < 1 |
| Bandon Dunes Golf Resort | Bandon, OR | Jun 2021 - Jun 2023 | 2 |
| University Of Oregon | Eugene, OR | Jul 2019 - Jun 2023 | 3 |
| Snowbird | Salt Lake City, UT | Nov 2018 - Apr 2019 | < 1 |
| Woodward Park City | Park City, UT | Jun 2018 - Nov 2018 | < 1 |
| Rowland Hall School | Salt Lake City, UT | Jan 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- AZ
- UT
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts2,429ACCOUNTS
-
Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
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