RIA Intelligence

JWEST LLC

CRD #165257 SEC #801-77471 CARMEL, IN 317-819-6200
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
4
Clients
--
Accounts
37

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
EVANS, JONATHAN, RICHARDICHIEF INVESTMENT OFFICERD Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DAUBY, STEVE, MAXWELLICHIEF COMPLIANCE OFFICERB Control
DODSON, MATTHEW, SEMLERIANALYSTB
DODSON, MATTHEW, SEMLERIANALYSTB
DODSON, MATTHEW, SEMLERIANALYSTB
DODSON, MATTHEW, SEMLERIANALYSTB
DODSON, MATTHEW, SEMLERIANALYSTB
DODSON, MATTHEW, SEMLERIANALYSTB
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control
O'CONNOR, SEAN, MIMANAGING MEMBERB Control

Registrations

Federal

IA
Mar 13, 2013 REGISTERED

Notice Filings (1)

IN

Address

501 CONGRESSIONAL BLVD
SUITE 300
CARMEL, IN 46032
United States
Phone: 317-819-6200