CC
CFA · CFP
CC
CFA · CFP

Chadwick Ryan Canine

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

Loading...

Location

Wimberley, TX

Get directions

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.

Learn about disclosures →
Other Business Activities

Chadwick is a Managing Director at Jooy Wealth, offering investment advisory services, dedicating full-time hours to this role. He also serves on the Wimberley ISD School Board and is the Founder & CEO of Jooy Consulting, LLC, a business consulting firm, dedicating about a quarter of his time to the consulting role.

Employment History
Current Registrations
Mariner Independent
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Choreo, LLC
November 2016 - February 2022 · 5 yrs 3 mos
Adviceperiod, LLC
December 2014 - October 2016 · 1 yr 10 mos
Seia
March 2013 - November 2014 · 1 yr 8 mos
Signature Investment Advisors, LLC
March 2013 - November 2014 · 1 yr 8 mos
J.P. Morgan Securities LLC
November 2009 - May 2012 · 2 yrs 6 mos
William Blair & Company L.L.C.
September 2004 - November 2009 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Chadwick Ryan Canine - Financial Advisor | TrueAdvisor