Jack B. Tamez

BIRDROCK WEALTH

Austin, TX 78733

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CRD#: 5274692

Professional summary

Jack Brandon Tamez is a registered financial advisor currently at BIRDROCK WEALTH located in Austin, Texas.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jack has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Brandon Tamez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 25, 2019 - Present

BIRDROCK WEALTH

Office #1: 9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733

RIA

CRD#: 138872

Austin, TX

Past

November 4, 2010 - May 2, 2012

GREAT POINT CAPITAL LLC

CRD#: 114203

AUSTIN, TX

Past

February 2, 2007 - November 28, 2008

KERSHNER TRADING GROUP, LLC

CRD#: 16908

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRDROCK WEALTH

BIRD ROCK ASSET MANAGEMENT, LLC. | BIRDROCK WEALTH | BIRD ROCK ASSET MANAGEMENT, LP. | BIRD ROCK ASSET MANAGEMENT, LP

CRD#: 138872 / SEC#: 801-66711

RIA

Registered Investment Advisory firm - (5/12/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/23/2024)

IAR

Texas
(11/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/25/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2007

General Securities Representative Examination

Current Firm

BIRDROCK WEALTH

BIRD ROCK ASSET MANAGEMENT, LLC. | BIRDROCK WEALTH | BIRD ROCK ASSET MANAGEMENT, LP. | BIRD ROCK ASSET MANAGEMENT, LP

CRD#: 138872 / SEC#: 801-66711

RIA

Registered Investment Advisory firm - (5/12/2006 Approved)

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Contact information

Main Address

9433 Bee Cave Rd Bldg 2, Suite 203, Austin, TX 78733

Mailing Address

Phone number

(512) 236-0071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM CRS 2025 (3/27/2025)

ADV PART 2A 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 136,524,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jack B. Tamez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Brandon Tamez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRDROCK WEALTH

GREAT POINT CAPITAL LLC

KERSHNER TRADING GROUP, LLC

Primary Firm SEC Registration

BIRDROCK WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2019

Series 63

Date: 2/3/2007

Series 7

Date: 1/31/2007

Current Firm

BIRDROCK WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIRDROCK WEALTH

TRUST BUT VERIFY

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