Jack Brandon Tamez
Investment adviser representative at Birdrock Wealth
13 yearsExperience
2 statesRegistered in
$146.3MFirm assets
20 yearsFirm in business
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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
13 years in the industry.
- Birdrock WealthNov 2019 to now
- Birdrock Asset ManagementMay 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Birdrock Wealth
Legal name: Bird Rock Asset Management, LP.
$146.3MAssets managed
211Clients
6Advisers
20 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
- 5274692
- Firm CRD
- 138872