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Jack William Waltman

PYA Waltman Capital, LLC

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About Jack William Waltman

Jack Waltman is an investment advisor representative and registered in Tennessee. Jack has been in the industry since 1999 and has been associated with PYA Waltman Capital, LLC since December of 2005. Jack holds the Series 7, Series 24, Series 63 and Series 65 licenses. Jack is a Certified Financial Planner. Jack's specialties include retirement planning, investment management, tax planning and insurance.

Firm Information

Jack Waltman is currently registered with PYA Waltman Capital, LLC. PYA Waltman Capital, LLC is a registered investment advisor based in Knoxville, TN. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, charitable organizations, and pension plans. They provide financial planning, pension consulting, and portfolio management services.
PYA Waltman Capital, LLC

1402 EBENEZER ROAD

KNOXVILLE, TN 37922

$1.03B

Assets Under Management

9

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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 Waltman’s Registration & Firm History

TN

11/29/2007 - Present

PYA Waltman Capital, LLC (KNOXVILLE TN)

TN

09/02/2003 - 12/20/2005

CAMBRIDGE INVESTMENT RESEARCH, INC. (KNOXVILLE TN)

MA

04/30/2003 - 09/02/2003

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

TX

12/06/2000 - 04/30/2003

NFP SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 01/16/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2001

Series 24 - General Securities Principal Examination

BC

Issued 12/05/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack William Waltman.
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