Henry W. Winship
Professional summary
Henry Ward Winship IV, who also goes by Henry (jay) Ward Winship IV, Jay Winship, is a registered financial advisor currently at PACIFIC POINT ADVISORS, LLC located in San Diego, California.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Henry has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Henry Ward Winship IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2020 - Present
PACIFIC POINT ADVISORS, LLC
Office #1: 12626 High Bluff Drive Suite 200, San Diego, CA 92130August 27, 2018 - February 13, 2019
PACIFIC POINT CAPITAL, LLC
April 28, 1998 - September 8, 2005
RA CAPITAL ADVISORS LLC
Primary Firm SEC Registration
PACIFIC POINT ADVISORS, LLC
CRD#: 310731 / SEC#: 801-126183
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2020)
(3/17/2025)
Exams
Current Firm
PACIFIC POINT ADVISORS, LLC
CRD#: 310731 / SEC#: 801-126183
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 345,593,631 |
Red Flags
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