Jacob West has been an investment adviser representative at WT Wealth Management since September 2023, and is not listed among the firm’s executive officers or direct owners.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
- WT Wealth Management, LLCCurrent– present · 3 yearsSandy, UT · Adviser representative · Firm CRD 169566
Investment adviser representative registrations
Jacob West is registered as an investment adviser representative in 3 states. The first approvals date from September 2023; the most recent is California, in November 2025.
- ArizonaSince 12 October 2023
- CaliforniaSince 17 November 2025
- UtahSince 21 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Richard West
- CRD
- 7785395
- Firm
- WT Wealth Management · CRD 169566
- Office
- Sandy, UT
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob West work?
Jacob West is an investment adviser representative registered through WT Wealth Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jacob West a financial advisor?
Yes. Jacob West has a current investment-adviser registration in Arizona, California and Utah, through WT Wealth Management since September 2023.
How many years of experience does Jacob West have?
Jacob West has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Jacob West passed?
Jacob West passed the Series 65 in September 2023.
Where is Jacob West based?
Jacob West’s registered office is in Sandy, UT.
Is Jacob West registered with FINRA?
No. Jacob West has no current broker registration.
How can I verify Jacob West’s record?
Search CRD 7785395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob West’s full registration record.
