Jesse Wade Stinnette
Investment adviser representative at Wallick Investments, LLC
2 statesRegistered in
$168.3MFirm assets
1 yearFirm in business
1Exams passed
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
No employment history in this record.
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Wallick Investments, LLC
$168.3MAssets managed
304Clients
3Advisers
1 yearIn 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
- 5465995
- Firm CRD
- 162976