Assets Under Management
$7.2B
Number of Clients
29,614
Number of Advisors
467
Average Client AUM
$243K
AUM per Advisor
$15.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
JWCA sponsors the Asset Based Advisory Account Wrap Fee Program, a fee-only investment advisory program offered on a discretionary or non-discretionary basis. IARs manage accounts, develop investment profiles, and design diversified portfolios. Ongoing services include performance tracking, financial reviews, and portfolio adjustments.
4301 Anchor Plaza Parkway, Suite # 450, Tampa, FL, 33634