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Jack Whitney

Advisor at Blackbear Capital, LLC

Updated today

Location

Ripley, WV 25271

Credentials

Series 66

Industry experience

8 years

About

Jack Whitney is a financial advisor with Blackbear Capital, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at United Brokerage, United Bank, and the State of West Virginia. Blackbear Capital provides discretionary investment management and ongoing financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, tailoring portfolios to client objectives and risk tolerance while maintaining relationships with state and municipal government clients.

Client services

Based on Blackbear Capital, LLC

Financial planning Portfolio management

Expertise

Based on Blackbear Capital, LLC

Private / alternative investments Tax-loss harvesting Wealth management

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%

Other

Account minimum: $50,000

Location

107 W Main St

Ripley, WV 25271

Most active in

West Virginia

Work history

Blackbear Capital LLC

2020 - Present (6 years)

United Brokerage

2017 - 2020 (3 years)

United bank

2016 - 2017 (1 year)

State of West Virginia

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Maxwell K

Series 63, Series 65

Ripley, WV

Blackbear Capital, LLC

Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He previously worked at United Bankshares Inc. and Comvest Partners. Outside of his advisory role, he is involved in several business ventures including co-ownership of a fitness and rehabilitation center and an online software demonstration company. Blackbear Capital provides discretionary investment management and financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, managing portfolios with equities, fixed income, mutual funds, ETFs, and select alternative strategies.

Private / alternative investments Tax-loss harvesting Wealth management

Michael B

Series 66

Ripley, WV

Edward Jones

Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive

Caleb D

Series 66

Ravenswood, WV

Edward Jones

Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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