Wellborn Jack
Investment adviser representative at Acme Jack Wealth Management
17 yearsExperience
3 statesRegistered in
$178MFirm assets
2 yearsFirm in business
Are you Wellborn Jack? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Acme Jack Wealth ManagementApr 2024 to now
- Acme Jack Investments, LLCJun 2023 to now
- Stratos Wealth Advisors, LLCJun 2021 to Jun 2023
- Well Fargo ClearingMay 2009 to Jun 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 3 states (CO, OH, TX).
Acme Jack Wealth Management
Legal name: Acme Jack Investments, LLC
$178MAssets managed
73Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3252242
- Firm CRD
- 330120