Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Holden Wise is an Investment Advisor Representative at AWM Capital, LLC. Jack holds a Series 65 license and is currently registered in California and Texas. Jack has worked in the financial industry since 2019. Jack has experience with high net worth individuals, pension and profit sharing plans, and pooled investment vehicles. AWM Capital, LLC is a financial advisory firm that provides financial planning, portfolio management for individuals and pooled investment vehicles. AWM Capital, LLC has offices in Phoenix, Arizona and Pasadena, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/28/2024 - Present
AWM Capital, LLC (Pasadena CA)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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