811 Louisiana Street, Suite 2420, Houston, TX, 77002
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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 →Jake manages a rental property, dedicating a few hours per week to managing cash flow, coordinating with contractors, and communicating with tenants. He is also a limited partner in a passive real estate fund, with no ongoing duties.