Jack TamezCRD Number: 5274692
Current Firm: Bird Rock Asset Management, LP
Jack Tamez (CRD# 5274692) is an Investment Advisor Representative working at Bird Rock Asset Management, LP in Austin, TX and has over 15 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Birdrock Asset Management||Austin, TX||May 2013 - Current||9|
|College Tutors||Austin, TX||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management145MILLIONS
Total Number of Accounts396ACCOUNTS
Average Account Value$365,350
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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