A complete list of active advisors currently associated with JAC Wealth Management Services, LLC

Warmer can help you find a great advisor at JAC Wealth Management Services, LLC or one who fits your needs even better.

JAC Wealth Management Services, LLC is a fee‑only, solo‑practitioner registered investment adviser that provides written financial planning and ongoing discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, corporations, and charitable organizations. Services are offered on an all‑inclusive basis and begin with an introductory meeting followed by collection and analysis of clients' personal and financial information to produce a written plan. The firm relies on fundamental analysis and longer‑term purchase strategies, and typically implements client portfolios using exchange‑traded funds and bank certificates of deposit while tailoring allocations to each client’s objectives, risk tolerance, and liquidity needs. Portfolio management is discretionary, with continuous monitoring by the principal and formal reviews at least annually or upon material changes in a client’s circumstances. Compared with many small independent advisers, JAC WMS’s brochure discloses that it serves charitable organizations in addition to individual clients, and it is led by a single principal who holds both CFA and CFP credentials with more than 30 years of industry experience managing roughly $26.4 million across about 37 client relationships. The firm recommends Charles Schwab’s institutional custody platform and discloses the attendant research and operational services Schwab provides, which the brochure says may create economic benefits to the adviser in addition to serving client accounts.

To learn more about the advisors currently working at JAC Wealth Management Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.