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FIRM PROFILE
Overview
JWTT INC. is located at 19980 Jw Brown Rd, Bend, OR 97703 and was first established at Denver, Oregon in 10/15/2018. After operating for 7 years, JWTT INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JWTT INC.’s clients are individuals and 0% of their clients are high net worth individuals. JWTT INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JWTT INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JWTT INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JWTT INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for JWTT INC. Comes From
Understanding the Statistics for JWTT INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
19980 Jw Brown Rd, Bend, OR 97703
19980 Jw Brown Rd, Bend, OR 97703
Small
(971) 323-0700
Oregon since 10/15/2018
Corporation
December
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Advisor's working at JWTT INC.
Tracy Lynn Bilyeu
Denise Dolores Devlin
Berge Parigian
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