Jackson George Suss
Investment adviser representative at Wpwealth LLP
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
18 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
- Pension consulting
Experience
12 years in the industry.
- Wpwealth LLPAug 2024 to now
- UnemployedMay 2024 to Jul 2024
- First Financial BankAug 2023 to May 2024
- Lam TechnologyMay 2022 to Aug 2023
- Abilene Christian UniversityJan 2014 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpwealth LLP
$1.2BAssets managed
512Clients
14Advisers
18 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
- 7986892
- Firm CRD
- 145467