Jackson West has held the title Member at West Financial Advisors since January 2020, is not listed as a control person, but directly owns under 5% of the firm.
West Financial Advisors, L.L.C. is a Des Moines, IA firm with $674M under management, 305 clients and 6 advisers across 2 offices, as of its February 2026 filing.
No adviser firm registrations are on Jackson West’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 6 July 2026 |
| SIE | Securities Industry Essentials Examination | 2 April 2026 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jackson Brannen West
- CRD
- 7330594
- Firm
- West Financial Advisors · CRD 142265
- Role
- Member
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jackson West work?
Jackson West has held the title Member at West Financial Advisors, L.L.C. since January 2020.
Does Jackson West have a current investment-adviser registration?
Jackson West has a current broker registration and no current investment-adviser registration.
What exams has Jackson West passed?
Jackson West has passed 2 licensing exams: the SIE and Series 7TO. The earliest, the SIE, was passed in April 2026.
Is Jackson West registered with FINRA?
Yes. Jackson West has a current broker registration, under CRD 7330594.
Source: FINRA BrokerCheck
How can I verify Jackson West’s record?
Search CRD 7330594 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jackson West’s full registration record.