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Jack Thomas Haxton

Independent Solutions Wealth Management, LLC

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About Jack Thomas Haxton

Jack Thomas Haxton is a wealth manager with Independent Solutions Wealth Management, LLC. Jack is a registered representative in New York and has a Series 63, Series 65, and Series 6TO license. Jack has been in the financial industry since 2023 and has over 8 years of work experience in various roles, including a prior position with Sgroi Financial. Jack provides financial planning and investment management services to individuals, corporations, and charitable organizations.

Firm Information

Jack Haxton is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Jack Haxton’s Registration & Firm History

NY

01/22/2024 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

IA

Issued 01/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2023

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

BC

Issued 08/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Thomas Haxton.
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