Jack James Michaletz

Dai Wealth, LLC

14 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Dai Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,404 clients

Average Client Portfolio

$190K average

Assets Under Management

$267.4M

Fee Structure

Minimum Investment:None

Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2021

Settled

Customer Dispute

January 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jack is an Investment Advisor Representative at Waypoint Wealth Strategies, LLC, dedicating about 10-20% of his time, but more during trading. He is also a Financial Advisor/Agent at DAI Agency LLC, selling fixed life insurance, annuities, and long-term care insurance, spending about 10-20% of his time with this activity.

Employment History

Current Registrations

Dai Securities, LLCBroker

April 2018 - Present · 7 yrs 10 mos

Dai Wealth, LLC

March 2012 - Present · 13 yrs 11 mos

Previous Registrations

Concorde Investment Services, LLCBroker

October 2015 - April 2018 · 2 yrs 6 mos

Triad Advisors, INC.Broker

July 2011 - October 2015 · 4 yrs 3 mos

State Registrations10 states

AZCOFLIAKSMNOHSDTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.