Jeffrey WesterCRD 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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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