Shawn Jerome West
Investment adviser representative at Curafin Advisors
21 yearsExperience
1 stateRegistered in
$748.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Curafin AdvisorsMay 2024 to now
- Trillium Consulting GroupJan 2005 to now
- Tmd Wealth Management LLCOct 2020 to Apr 2024
- One Charles Private WealthJul 2019 to Sep 2020
- Tmd & Associates, Inc.Oct 2017 to Jun 2019
- Knh Capital, LLCNov 2014 to Oct 2017
- Arcwood Financial LLCSep 2014 to Oct 2017
- United Planners' Financial ServicesJul 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Curafin Advisors
Legal name: Curafin Advisors, LLC
$748.4MAssets managed
111Clients
2Advisers
2 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
- 6102066
- Firm CRD
- 329091