7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jacob owns JWA Enterprises LLC, a wholesale and resale jewelry business, since 2015. He dedicates a few hours per week to this non-investment related activity.