Investment adviser representative · Westend Capital Management, LLC.
Jacey B. West
CRD 6877243 · Sausalito, CA
At a glance
Jacey B. West is an investment adviser representative with Westend Capital Management, LLC. in Sausalito, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacey’s SEC record dates to 2020, about 5 years ago.
Current advisory firm
- Westend Capital Management, LLC.Since June 2023Sausalito, CA · $436M in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jacey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.