JAC Wealth Management Services, LLC

Overview

JAC Wealth Management Services, LLC is a small independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm runs client portfolios with a clear tilt toward public funds and mutual funds, using an asset-under-management fee model. Its practice appears focused on managing concentrated client relationships rather than operating a broad institutional platform; the business emphasizes personalized portfolio construction, ongoing rebalancing and third-party manager selection rather than running proprietary investment products. The firm does not present itself as an ESG-focused investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices