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Jace Matthew Engel

49 Financial

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About Jace Matthew Engel

Jace Matthew Engel is an investment advisor representative with 49 Financial. Jace has been in the industry since 2022, and holds Series 63, Series 65 and SIE licenses. Jace is also a licensed insurance agent, and offers a variety of financial planning services. Jace works with both high-net-worth individuals and individuals other than high-net-worth. Jace's previous experience includes working as a financial advisor at Purshe Kaplan Sterling Investments.

Firm Information

Jace Engel is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jace Engel’s Registration & Firm History

KS

08/05/2024 - Present

49 Financial (Overland Park KS)

AR

07/06/2022 - 01/10/2024

PURSHE KAPLAN STERLING INVESTMENTS (Rogers AR)

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Licenses & Designations

IA

Issued 08/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jace Matthew Engel.
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