Jwtt, LLC

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, LLC is a limited liability company that is SEC-registered and was first registered in 2019. Public disclosures on the firm are sparse: its classification is listed as unclassified and ownership is noted as a mix of a domestic entity and an individual. The snapshot indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. Details about its business lines, advisory activities, fee structure and client base were not provided in the available data.

Assets & Accounts

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

    Joey Warmenhoven

    CEOCRD 2749033

  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

Contacts

3 of 11
  • Christopher Clark

    Chairman of the BoardCRD 1952666

  • Thomas Parigian

    Senior Managing PartnerCRD 1398840

  • Thomas Thiel

    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