JR
CFP
JR
CFP

Jack Arthur Ramey

36 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
725 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$4,000
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Location

1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jack serves on the investment committee for Fuel Fund of Maryland, a non-profit that assists with household utility payments. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Wbh Advisory, INC.
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Biegel Waller Investment Advisory Services
September 2017 - October 2019 · 2 yrs 1 mo
Strategic Advisers, INC.
July 1998 - April 2016 · 17 yrs 9 mos
Fidelity Brokerage Services LLCBroker
April 1987 - April 2016 · 29 yrs
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.