Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Wiesen is a financial advisor registered with both Icon Wealth Partners and Purshe Kaplan Sterling Investments, Inc. Jack Wiesen has been providing financial advice for over 2 years, and has earned the Series 66, Series 7TO and SIE licenses. Jack Wiesen specializes in providing financial advice to high-net-worth individuals, businesses, and charitable organizations. Jack Wiesen works out of the Houston office of Icon Wealth Partners.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
TX
08/01/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
03/13/2020 - 06/23/2020
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jack Wiesen is the right advisor for you? Invested Better is here to help.
