Skip to content

Christopher A West

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

Are you Christopher A West? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Edward JonesAug 2023 to now
  2. 3dfs, LLCAug 2020 to May 2023
  3. First Citizens Bank and Trust CompanyJan 2019 to Aug 2020
  4. Carolina BreweryJan 2019 to May 2019
  5. Landmark Financial Group LLCAug 2018 to Dec 2018
  6. Gary D Nelson Associates IncMay 2018 to Jul 2018
  7. Town Hall GrillJan 2017 to Mar 2017
  8. The Joyce Irish PubOct 2016 to Dec 2016
  9. Pizzeria MercatoJan 2016 to May 2018
  10. Pembroke'sAug 2013 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NC).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7798294
Firm CRD
250
Advisor's SEC record (opens in a new tab)
CallContact this firm