Joshua A Westers
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Midwest Capital Advisors, LLCMay 2025 to now
- Bank of America, N.A.Jan 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to May 2025
- Davenport UniversityJul 2021 to Apr 2023
- Grand Rapids Community CollegeJan 2021 to Aug 2021
- Quality Model and PatternAug 2017 to Nov 2023
- Achieve Physical TherapyJun 2016 to Aug 2017
- Grand Valley State UniversitySep 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Midwest Capital Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7838314
- 125389