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JAC Wealth Management Services
JAC Wealth Management Services, LLC is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and...
JAC Wealth Management Services
JAC Wealth Management Services, LLC is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single-Man team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
What type of firm is JAC Wealth Management Services?
JAC Wealth Management Services is a registered investment advisor (RIA) based in the United States. RIAs are regulated by the SEC or state securities authorities and typically provide discretionary asset management and financial planning services to clients.
Who runs investment decisions at JAC Wealth Management Services?
No named principals or investment decision-makers for JAC Wealth Management Services are available in public records. The firm does not publicly disclose its leadership team.
Is JAC Wealth Management Services a single-family office?
No. JAC Wealth Management Services is registered as an RIA, not a family office. Family offices that manage capital for a single wealthy family can sometimes register as RIAs, but the firm's structure appears consistent with a multi-client advisory model.
What assets under management does JAC Wealth Management Services report?
JAC Wealth Management Services does not publicly disclose its assets under management. The firm's AUM remains undisclosed in public filings.
What investment strategy does the firm employ?
The firm's investment strategy is not publicly described. No information on asset-class mix, portfolio holdings, or investment approach is available.
How does JAC Wealth Management Services source deals?
No information on deal sourcing is available. The firm does not publicly report proprietary deal flow or co-investment activities.
Where is JAC Wealth Management Services located?
The firm is based in the United States, though no specific city or street address is publicly associated with it. Registration data indicates a US presence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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