JW
James West
from Platt Wealth Management
James West is a financial advisor based in California, San Diego,
with 19 years of experience. James currently works for
Platt Wealth Management.
James maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James West works at Platt Wealth Management
Platt Wealth Management is a financial advisory firm based in San Diego, California. It currently has approximately $266,900,898 of assets under management and employs about 5 people. Platt Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3838 Camino Del Rio North, Suite 365, San Diego, California, 92108
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