Jace Matthew Engel
Investment adviser representative at 49 Financial
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
4 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- 49 FinancialAug 2024 to now
- 49 Wealth Management LLCJun 2022 to now
- Oakwood Capital Securities, Inc.Aug 2024 to Dec 2024
- Purshe Kaplan Sterling InvestmentsJun 2022 to Jan 2024
- FirstbankMay 2021 to Aug 2021
- Jay and Melanie SporerMay 2020 to Aug 2020
- University of KansasAug 2019 to Jun 2022
- Jay and Melanie SporerMay 2019 to Aug 2019
- Ottawa UniversityAug 2018 to May 2019
- Jay and Melanie SporerMay 2018 to Aug 2018
- Oakley Middle/high SchoolJun 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AR, KS).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7584305
- Firm CRD
- 319484