JWEST LLC

CARMEL, Indiana·4 registered advisors·CRD# 165257
SEC# 801-77471317-819-6200
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Performance-based fees
03

Specialties

Investment Management
04

Advisors at JWEST LLC

4 registered advisors
Jonathan Richard Evans
CARMEL, Indiana
Matthew Semler Dodson
CARMEL, Indiana
Sean M O'connor
CARMEL, Indiana
Steve Maxwell Dauby
CARMEL, Indiana
05

Office Locations

CARMEL, Indiana
4 advisors

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Data sourced from SEC Form ADV filings. JWEST LLC (CRD# 165257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.