David Jefferson West
Investment adviser representative at West Advisors, Inc.
21 yearsExperience
1 stateRegistered in
CFADesignation
$636.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- West Advisors, Inc.Aug 2005 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
West Advisors, Inc.
Legal name: West Advisors, Incorporated
$636.7MAssets managed
16Clients
1Advisers
15 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
- 5906135
- Firm CRD
- 157236