JW
CFP
JW
CFP

Jasen Lee Wallace

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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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

Jasen is an ex officio director of the YMBL Sunshine Foundation since January 2023. He spends a few hours per week aligning the foundation with the Austin Sunshine Camps' strategic goals.

Employment History
Current Registrations
Exencial Wealth Advisors
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - November 2023 · 2 yrs
Ameritas Advisory Services
February 2016 - November 2021 · 5 yrs 9 mos
Ameritas Investment Company, LLCBroker
January 2014 - November 2023 · 9 yrs 10 mos
State Registrations5 states
CALANCOKTX
Advisor
Exams
No exam information available for this advisor.