Jason Wenk
Directeur Général chez Altruist Corp.
Profil
Jason Robert Wenk is the founder of Retirement Wealth Advisors, Inc. (founded in 2005), Brookstone Asset Management LLC (founded in 2011), and Altruist Corp.
(founded in 2018, where he currently holds the title of Chief Executive Officer).
He is currently a Venture Partner at Matterscale Ventures LLC (since 2019).
He previously held the title of CEO at Retirement Wealth Advisors, Inc. (2005-2018) and Executive Director at Brookstone Asset Management LLC (2020-2022).
He also worked as a Principal at Morgan Stanley & Co. LLC.
Mr. Wenk received an undergraduate degree from Grand Valley State University (Michigan).
Postes actifs de Jason Wenk
| Sociétés | Poste | Début |
|---|---|---|
Altruist Corp.
 Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Directeur Général | 01/01/2018 |
Matterscale Ventures LLC
 Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Private Equity Investor | 01/10/2019 |
Anciens postes connus de Jason Wenk
| Sociétés | Poste | Fin |
|---|---|---|
Brookstone Asset Management LLC
 Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondateur | 01/06/2022 |
Retirement Wealth Advisors, Inc.
 Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Directeur Général | 01/09/2018 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formation de Jason Wenk
| Grand Valley State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Brookstone Asset Management LLC
Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Retirement Wealth Advisors, Inc.
Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Finance |
Altruist Corp.
Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Technology Services |
Matterscale Ventures LLC
Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Finance |
