Jack Thomas Haxton
Investment adviser representative at Independent Solutions Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
17 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Independent Solutions Wealth Management, LLCJan 2024 to now
- Peak Brokerage Services, LLCSep 2023 to now
- Golf GalaxySep 2022 to May 2023
- Rothland GcJul 2022 to Sep 2023
- Sgroi FinancialMay 2022 to Sep 2022
- UnemployedAug 2021 to May 2022
- AmazonNov 2020 to Aug 2021
- UnemployedDec 2019 to Nov 2020
- Le Moyne CollegeSep 2018 to May 2023
- West Herr DodgeMay 2018 to Dec 2019
- UnemployedAug 2016 to Jun 2018
- Saint Francis High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Independent Solutions Wealth Management, LLC
$1.5BAssets managed
4,285Clients
28Advisers
17 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
- 7532895
- Firm CRD
- 144733