Unclaimed Profile

R John West

WEALTH MANAGEMENT SOLUTIONS LLC·EXTON, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 66CFP ChFCClean record22 years registeredWEALTH MANAGEMENT SOLUTIONS LLC

300 NORTH POTTSTOWN PIKE, EXTON, PA 19341CRD# 2305645Firm CRD# 264793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

R John West · EXTON, PA

Registration

CRD #2305645 · WEALTH MANAGEMENT SOLUTIONS LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT SOLUTIONS LLC

WEALTH MANAGEMENT SOLUTIONS

Nov 2015 – Aug 2020

EXTON, PA

THE WHARTON ADVISORY GROUP, LLC

Jun 2012 – Nov 2015

WAYNE, PA

MARKET STREET WEALTH MANAGEMENT

Mar 2011 – Mar 2014

WEST CHESTER, PA

THRIVENT INVESTMENT MANAGEMENT INC.

Nov 2003 – Mar 2011

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 11, 2003

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT SOLUTIONS LLC

CRD 264793 · SEC 801-106607

AUM

$389M

Regulatory assets under management

Employees

1,803 client accounts

Services offered by WEALTH MANAGEMENT SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does R John West offer?

R John West specializes in Financial Planning, Investment Management.

What are R John West's credentials?

R John West holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is R John West located?

R John West is based in EXTON, Pennsylvania, last registered with WEALTH MANAGEMENT SOLUTIONS LLC.

How does R John West charge for services?

R John West's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT SOLUTIONS LLC?

WEALTH MANAGEMENT SOLUTIONS LLC has approximately 6 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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