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JW

Jack P. Whitney

BLACKBEAR CAPITAL
Ripley, WV 25271
Some features on this profile are disabled
CRD#: 6791248
JW

Professional summary

Jack Preston Whitney, who also goes by Jack Whitney, is a registered financial advisor currently at BLACKBEAR CAPITAL, LLC located in Ripley, West Virginia.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jack has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Whitney

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 Preston Whitney's 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 12, 2020 - Present

BLACKBEAR CAPITAL, LLC

Office #1: 107 W Main St, Ripley, WV 25271
RIA
CRD#: 310990
Ripley, WV
Past

October 11, 2017 - October 28, 2020

UNITED BROKERAGE SERVICES, INC

RIA
CRD#: 39062
RIPLEY, WV
Past

July 14, 2017 - October 28, 2020

UNITED BROKERAGE SERVICES, INC

BD
CRD#: 39062
RIPLEY, WV

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
West Virginia
(11/12/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2017
General Securities Representative Examination

Current Firm

BC
BLACKBEAR CAPITAL, LLC
BLACKBEAR CAPITAL, LLC

CRD#: 310990 / SEC#:

West Virginia
Registered Investment Advisory firm - (11/12/2020 Approved)
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Contact information

Main Address
107 W Main St, Ripley, WV 25271
Mailing Address
Phone number
(304) 532-0056
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts160
AUM (Assets Under Management)$ 34,718,586

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.

Company Information

BLACKBEAR CAPITAL, LLC

CRD#: 310990Ripley, WV 25271

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