Wellborn Jack is a registered investment advisor at Acme Jack Wealth Management, based in Hudson, OH, with 26 years of industry experience. Wellborn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 74 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Hudson, OH
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Regulatory History
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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Wellborn is the owner of Acme Jack Investments, LLC, an entity for business and tax purposes, requiring minimal time. He is also the President of Acmejackwealthmanagement DBA, a wealth management firm, dedicating full-time hours to this role.
Employment History
Current Registrations
Acme Jack Wealth Management
Previous Registrations
Stratos Wealth Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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