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Jack Arthur Ramey

WBH Advisory, Inc.

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About Jack Arthur Ramey

Jack Arthur Ramey is a financial advisor with WBH Advisory, Inc. Jack has been in the financial industry since 1987. Jack is registered in Maryland as an Investment Advisor Representative. Jack is a Certified Financial Planner. Jack has experience working with individuals, families, and charitable organizations. Jack specializes in providing financial planning, portfolio management, and investment advisory services.

Firm Information

Jack Ramey is currently registered with WBH Advisory, Inc.. WBH Advisory, Inc. is an investment advisor based in Baltimore, MD, with approximately $1,294,477,358 in regulatory assets under management. The firm primarily serves individuals, corporations, and charitable organizations, offering financial planning and portfolio management services. WBH Advisory has 12 investment adviser representatives and 11 individuals involved in investment advisory functions.
WBH Advisory, Inc.

1829 REISTERSTOWN ROAD, SUITE 225

BALTIMORE, MD 21208

$1.29B

Assets Under Management

3

Total Clients

11

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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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jack Ramey’s Registration & Firm History

MD

04/22/2020 - Present

WBH Advisory, Inc. (BALTIMORE MD)

MD

04/21/1987 - 04/07/2016

FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)

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Licenses & Designations

IA

Issued 06/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/20/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Arthur Ramey.
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