Jeanna Nation has been an investment adviser representative at West Financial Advisors since May 2017, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 9 yearsDes Moines, IA · Adviser representative · Firm CRD 142265
Investment adviser representative registrations
Jeanna Nation is registered as an investment adviser representative in Iowa, since May 2017.
- IowaSince 16 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeanna Sue Nation
- CRD
- 6798482
- Firm
- West Financial Advisors · CRD 142265
- Office
- 111 EAST GRAND, SUITE 412, Des Moines, IA 50309
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeanna Nation work?
Jeanna Nation is an investment adviser representative registered through West Financial Advisors, L.L.C. since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jeanna Nation a financial advisor?
Yes. Jeanna Nation has a current investment-adviser registration in Iowa, through West Financial Advisors since May 2017.
How many years of experience does Jeanna Nation have?
Jeanna Nation has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Jeanna Nation passed?
Jeanna Nation passed the Series 65 in February 2020.
Where is Jeanna Nation based?
Jeanna Nation’s registered office is in Des Moines, IA.
Is Jeanna Nation registered with FINRA?
No. Jeanna Nation has no current broker registration.
How can I verify Jeanna Nation’s record?
Search CRD 6798482 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeanna Nation’s full registration record.