Jack Haxton (CRD# 7532895) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Solutions Wealth Management, LLC | Williamsville, NY | Jan 2024 - Current | < 1 |
| Peak Brokerage Services, LLC | Jupiter, FL | Sep 2023 - Current | < 1 |
| Rothland Gc | Akron, NY | Jul 2022 - Sep 2023 | 1 |
| Golf Galaxy | Dewitt, NY | Sep 2022 - May 2023 | < 1 |
| Le Moyne College | Syracuse, NY | Sep 2018 - May 2023 | 4 |
| Sgroi Financial | West Seneca, NY | May 2022 - Sep 2022 | < 1 |
| Unemployed | Orchard Park, NY | Aug 2021 - May 2022 | < 1 |
| Amazon | Lancaster, NY | Nov 2020 - Aug 2021 | < 1 |
| Unemployed | Orchard Park, NY | Dec 2019 - Nov 2020 | < 1 |
| West Herr Dodge | Orchard Park, NY | May 2018 - Dec 2019 | 1 |
| Unemployed | Orchard Park, NY | Aug 2016 - Jun 2018 | 1 |
| Saint Francis High School | Hamburg, NY | Sep 2014 - Jun 2018 | 3 |
| Harvest Hill | Orchard Park, NY | May 2015 - Aug 2016 | 1 |
| Orchard Park Middle School | Orchard Park, NY | Sep 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NY
-
Total Assets Under Management954MILLIONS
-
Total Number of Accounts5,873ACCOUNTS
-
Average Account Value$162,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, KS, LA, MA, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.