Jesse D. Picunko

RVW WEALTH LLC

Memphis, TN 38137

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CRD#: 6384022

Professional summary

Jesse Daniel Picunko, who also goes by Jesse Daniel Picunko, Jesse D Picunko, Jesse Picunko, is a registered financial advisor currently at RVW WEALTH LLC located in Memphis, Tennessee.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jesse has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Daniel Picunko | Jesse D Picunko | Jesse Picunko

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 Jesse Daniel Picunko'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

May 29, 2020 - Present

RVW WEALTH LLC

Office #1: 5100 Poplar Avenue Suite 2805, Memphis, TN 38137

RIA

CRD#: 140451

Memphis, TN

Past

July 6, 2018 - October 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MEMPHIS, TN

Past

May 1, 2018 - October 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MEMPHIS, TN

Past

August 26, 2014 - August 14, 2015

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

MEMPHIS, TN

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".

RVW WEALTH LLC

JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA

Registered Investment Advisory firm - (7/21/2006 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
(5/29/2020)

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 66

Date: 7/2/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/5/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2018

General Securities Representative Examination

Current Firm

RVW WEALTH LLC

JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA

Registered Investment Advisory firm - (7/21/2006 Approved)

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Contact information

Main Address

1880 Century Park East Ste. 200, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 945-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (8/8/2025)

Regulatory assets under management

Total Number of Accounts	2,408
AUM (Assets Under Management)	$ 1,312,705,819

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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Advisor Monitoring

Firm Stability Insights

Jesse D. Picunko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Daniel Picunko's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

B. RILEY WEALTH MANAGEMENT

Primary Firm SEC Registration

RVW WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2018

Series 63

Date: 9/5/2014

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2018

Current Firm

RVW WEALTH LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RVW WEALTH LLC

TRUST BUT VERIFY

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