Jwest LLC (Carmel)

Name: Jwest LLC
Address: 501 Congressional Blvd, Carmel, IN, 46032
Telephone: 317-819-6200

Jwest LLC is a mid-sized advisory firm based in Carmel. It manages $39 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Indiana.

Jwest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jwest: assets under management

The assets under management (AUM) of Jwest LLC is $39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.77 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jwest LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jwest LLC

Jonathan Richard Evans has served as the Chief Investment Officer since 1 Oct 2012. Sean M O'connor joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sean M O'connor	Managing member	1 Oct 2012	Other	6108609
Jonathan Richard Evans	Chief investment officer	1 Oct 2012	50% - 75%	2069147
Matthew Semler Dodson	Analyst	1 Oct 2012	Other	5970285
Steve Maxwell Dauby	Chief compliance officer	1 Oct 2012	Other	6108489

Based in Carmel

The principal office where Jwest LLC performs its advisory services is located at 501 Congressional Blvd, Carmel, IN 46032, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-819-6200 or by fax 317-819-0056. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.jwestllc.net.