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WR

William J. Rowe

PASSCO CAPITAL
IRVINE, CA 92614
Some features on this profile are disabled
CRD#: 8308510
WR
William James RowePASSCO CAPITAL

Professional summary

William James Rowe is a registered financial professional currently at PASSCO CAPITAL, INC. located in Irvine, California.

William is registered as a RR (Registered Representative) and started their career in finance in 2026. William has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.

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) - BD

Click below to view William James Rowe'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

August 26, 2026 - Present

PASSCO CAPITAL, INC.

Office #1: 2050 Main Street Suite 650, Irvine, CA 92614
BD
CRD#: 117323
IRVINE, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/26/2026)
RR
Alaska
(8/26/2026)
RR
Arizona
(8/26/2026)
RR
Arkansas
(8/26/2026)
RR
California
(8/26/2026)
RR
Colorado
(8/26/2026)
RR
Connecticut
(8/26/2026)
RR
Delaware
(8/26/2026)
RR
District of Columbia
(8/26/2026)
RR
Florida
(8/26/2026)
RR
Georgia
(8/26/2026)
RR
Hawaii
(8/26/2026)
RR
Idaho
(8/26/2026)
RR
Illinois
(8/26/2026)
RR
Indiana
(8/26/2026)
RR
Iowa
(8/26/2026)
RR
Kansas
(8/26/2026)
RR
Kentucky
(8/26/2026)
RR
Louisiana
(8/26/2026)
RR
Maine
(8/26/2026)
RR
Maryland
(8/26/2026)
RR
Massachusetts
(8/26/2026)
RR
Michigan
(8/26/2026)
RR
Minnesota
(8/26/2026)
RR
Mississippi
(8/26/2026)
RR
Missouri
(8/26/2026)
RR
Montana
(8/26/2026)
RR
Nebraska
(8/26/2026)
RR
Nevada
(8/26/2026)
RR
New Hampshire
(8/26/2026)
RR
New Jersey
(8/26/2026)
RR
New Mexico
(8/26/2026)
RR
New York
(8/26/2026)
RR
North Carolina
(8/26/2026)
RR
North Dakota
(8/26/2026)
RR
Ohio
(8/26/2026)
RR
Oklahoma
(8/26/2026)
RR
Oregon
(8/26/2026)
RR
Pennsylvania
(8/26/2026)
RR
Rhode Island
(8/26/2026)
RR
South Carolina
(8/26/2026)
RR
South Dakota
(8/26/2026)
RR
Tennessee
(8/26/2026)
RR
Texas
(8/26/2026)
RR
Utah
(8/26/2026)
RR
Vermont
(8/26/2026)
RR
Virginia
(8/26/2026)
RR
Washington
(8/26/2026)
RR
West Virginia
(8/26/2026)
RR
Wisconsin
(8/26/2026)
RR
Wyoming
(8/26/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 6/23/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 22TO
Status Unavailable
Passed: 8/21/2026
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 6/2/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PASSCO CAPITAL, INC.
PASSCO CAPITAL, INC.

CRD#: 117323 / SEC#: , 8-53591

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
2050 Main Street Suite 650, Irvine, CA 92614
Mailing Address
2050 Maiin Street Suite 650, Irvine, CA 92614
Phone number
(949) 442-1000
Established
California since 03/16/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PASSCO COMPANIES, LLCOWNER
JAHNCKE, THOMAS BOOKFINOP1078444
JAHNCKE, THOMAS BOOKCHIEF COMPLIANCE OFFICER1078444
JAHNCKE, THOMAS BOOKPRESIDENT/CFO1078444
PASSCO CAPITAL, INC.SECRETARY117323

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

PASSCO CAPITAL, INC.

CRD#: 117323Irvine, CA 92614

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