Tim West
Financial Advisor @ Edward Jones | Focused on Wealth & Retirement Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Tim West
As a Financial Advisor at Edward Jones, Tim is responsible for the leadership of his advisory practice at the firm and collaborates with individuals and businesses in developing tailored strategies to achieve their financial goals. The practice focuses on developing retirement and wealth strategies for individuals and advising businesses on their corporate retirement plans. In 2024, Tim became a Limited Partner of the firm. At Edward Jones, Tim has access to a team of professionals with deep expertise in specialized areas such as executive compensation, estate considerations, retirement income planning, tax-sensitive portfolio construction and business sale/succession considerations to address complex and unique financial situations. Tim’s commercial clients benefit from his 15 years of commercial banking and corporate finance experience in providing strategic advice on debt and capital structure alternatives and capital market insights. Tim has a Bachelor’s degree in Industrial-Organizational Psychology and a graduate degree of Masters of Business Administration (MBA) from the Fermanian School of Business at Point Loma Nazarene University in San Diego. Tim has passed the FINRA Series 7 exam for General Securities Representative and Series 79 exam for Investment Banking Representative in addition to the Series 66 and 63 exams. Prior to joining the firm, Tim was the senior leader for the commercial banking practice of JPMorgan Chase in San Diego, serving middle market businesses based in the region, and held prior appointments at Union Bank and Wells Fargo. His banking and finance career spans more than 20 years. Tim has been recognized as one of San Diego’s 500 Most Influential Business Leaders in 2016, 2017, 2018 and 2019 by the San Diego Business Journal and previously served on the boards of the San Diego Regional Economic Development Corporation, San Diego Regional Chamber of Commerce and CONNECT as well as serving as an adjunct professor of finance at the Fermanian School of Business at Point Loma Nazarene instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jan 2019 — Present · San Diego, CA, US
Tim is responsible for the leadership of his advisory practice at Edward Jones and collaborates with individuals and business in developing tailored strategies to achieve their financial goals. The practice focuses on developing wealth strategies for individuals and advising businesses on their commercial retirement plans.
Education
Point Loma Nazarene University
Master of Business Administration
2004 — 2008
Point Loma Nazarene University
Bachelor of Arts, Industrial-Organizational Psychology
2001 — 2004
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