Jesse Aaron Wachs
Investment adviser representative at Powell Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$648MFirm assets
Are you Jesse Aaron Wachs? 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Powell Investment Advisors, LLCJun 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Powell Investment Advisors, LLC
$648MAssets managed
61Clients
2Advisers
14 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
- 4437874
- Firm CRD
- 160333