JW
JW

Jack Waterstreet

6 Years of Experience
Dallas, TX

Jack Waterstreet is a registered investment advisor at Sky Island Capital, based in Dallas, TX, with 6 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$723.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2301 Cedar Springs Rd, Suite 450, Dallas, TX, 75201

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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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Employment History
Current Registrations
Sky Island Capital
November 2019 - Present · 6 yrs 6 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jack Waterstreet - Financial Advisor | TrueAdvisor