Jwtt, LLC
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 299410
- Registered since
- August 22, 2019
- Website
- jwttinc.com
Firm profile
FINTRXOverview
Jwtt, LLC is a limited liability company that is SEC-registered and was first registered in 2019. Public disclosures on the firm are sparse: its classification is listed as unclassified and ownership is noted as a mix of a domestic entity and an individual. The snapshot indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. Details about its business lines, advisory activities, fee structure and client base were not provided in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Joey Warmenhoven
CEOCRD 2749033

Malcolm Winks
CFOCRD 5153752
Contacts
3 of 11Christopher Clark
Chairman of the BoardCRD 1952666
Thomas Parigian
Senior Managing PartnerCRD 1398840

Thomas Thiel
President and Co-FounderCRD 5581270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 19980 J W Brown Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
M Financial Securities Marketing, Inc.
Broker-DealerPortland, OR
Investment Visa Consultants, LLC
Broker-DealerLake Oswego, OR
Paulson Investment Company LLC
Broker-DealerPortland, OR
First Securities Northwest, Inc.
Broker-DealerMilwaukie, OR
Somerset Securities, Inc.
Broker-DealerPortland, OR
Liberty Capital
Broker-DealerPortland, OR