Jwkodak Capital Management, LLC

Jwkodak Capital Management, LLC (CRD# 144081) is a financial advisory firm headquartered in Austin, TX. They manage $39,102,386 in 312 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $125,328
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NY, TX

Financial Advisors at Jwkodak Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jane E. Bourette
CRD#: 5565692
104 Crowell Road, Chatham, MA 02633
93
Wealthminder
score

Jane Bourette (CRD# 5565692) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Chatham, MA and has over 7 years of experience in the finance industry.

2
Chadd J. Kodak
CRD#: 4289022
5687 Naples Blvd., Naples, FL 34109
93
Wealthminder
score

Chadd Kodak (CRD# 4289022) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Naples, FL and has over 15 years of experience in the finance industry.

3
Christina W. Kemprecos
CRD#: 4515591
104 Crowell Road, Chatham, MA 02633
87
Wealthminder
score

Christina Kemprecos (CRD# 4515591) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Chatham, MA and has 1 year of experience in the finance industry.

4
Scott C. Kodak
CRD#: 2478179
3355 Bee Cave Road, Suite 608, Austin, TX 78746
83
Wealthminder
score

Scott Kodak (CRD# 2478179) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Austin, TX and has over 19 years of experience in the finance industry.

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