Jesse Daniel Picunko
Investment adviser representative at Rvw Wealth LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
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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
11 years in the industry.
- Rvw Wealth, LLCOct 2019 to now
- Bank of America, N.A.May 2018 to now
- Merrill LynchDec 2017 to Oct 2019
- UnemployedAug 2015 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rvw Wealth LLC
$1.9BAssets managed
1,378Clients
8Advisers
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
- 6384022
- Firm CRD
- 140451