JWTT INC.

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
BEND, Oregon
CRD number
299410
Registered since
August 22, 2019

Firm profile

FINTRX

Overview

Jwtt Inc. is organized as a limited liability company and is registered with the SEC as of 2019. FINTRX classifies the firm as unclassified and records the owner type as a mix of a domestic entity and an individual. The snapshot flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser. The firm did not disclose detailed information about its client types, fee arrangements, specific advisory or business activities, or affiliations in the FINTRX profile. That limited public profile, combined with the unclassified designation and the absence of multi-state registration, indicates a relatively narrow regulatory footprint rather than a widely publicized advisory platform.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOEY WARMENHOVEN

    CEOCRD 2749033

  • MALCOLM WINKS

    CFOCRD 5153752

Contacts

3 of 11
  • CHRISTOPHER CLARK

    Chairman of the BoardCRD 1952666

  • THOMAS PARIGIAN

    Senior Managing PartnerCRD 1398840

  • THOMAS THIEL

    President and Co-FounderCRD 5581270

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEND, OR

DESCHUTES

Location

BEND, OR

Headquartered in BEND, OR, anchoring the Bend-Prineville, OR metro in the West.

Metro area
Bend-Prineville, OR
Region
West
County
DESCHUTES
Address
19980 J W Brown Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth