Jack West
Mr. West has been licensed within the securities industry since 1990 and is currently a Investment Advisor Representative with Kestra Private Wealth Services, LLC. , and holds a Series 65 License and a California Insurance License (License #0A37627). Prior to entering the securities industry, Mr. West was President of Whitehall Capital Corporation, a real estate syndication firm involved in the acquisition and management of in excess of 100 commercial and retail properties located throughout the Southeast United States. Mr. West was raised in France and in the United States and currently lives in Laguna Niguel, California with his wife Paula Jean, a real estate professional.
Our areas of expertise
Wealth and Investment Management
Financial and Retirement Planning
401 (K) Rollovers
Life Insurance
Fixed and Variable Annuities
Equity and Bond Trading
Fixed Income
Alternative Investments
As independent financial advisors, we work with individuals, families and business owners to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. We take the mystery out of complex issues so that our clients fully understand all of their options.
We help our clients understand their current financial situation and define their future goals. Whether it is wealth accumulation and preservation, a secure retirement, leaving a legacy or insurance planning, every person, family and situation is unique and requires customized and highly personalized solutions.
As the relationship evolves, we meet regularly with our clients to make sure that, as personal and business situations change, their financial plan remains on-target to meet their goals and stated objectives. We make sure our clients understand each of our recommendations before implementing any specific proposal.
Please contact us for a no charge and no obligation evaluation and assessment of your investment portfolios and life insurance policies
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. J.C. West and Associates, Inc. is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.
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