Jeffrey Wester, financial advisor Victor NY

Jeffrey Wester

CRD Number: 6228548
Current Firm: Securities America Advisors, Inc.

Jeffrey Wester (CRD# 6228548) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Victor, NY Nov 2019 - Current 2
Securities America Advisors Victor, NY Nov 2019 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2017 - Nov 2019 2
Northwestern Mutual Investment Services, LLC Fairport, NY Feb 2014 - Nov 2019 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2013 - Nov 2019 6
St. John Fisher College Rochester, NY Sep 2010 - May 2014 3
Eagle Productivity Rochester, NY Jun 2013 - Jun 2013 < 1
Level 3 Corp Henrietta, NY May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
Contact Info for Jeffrey M. Wester
Phone Number: 402-399-9111
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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