James Warren West
Investment adviser representative at Edelman Financial Engines
26 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you James Warren West? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Edelman Financial EnginesMar 2026 to now
- Fisher Retirement Solutions LLCJul 2024 to Mar 2026
- Fisher InvestmentsOct 2022 to Jul 2024
- Charles Schwab & Co., Inc.Aug 2000 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4255041
- Firm CRD
- 104510