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Jason Wenk
Director Ejecutivo en Altruist Corp. .
Perfil
Jason Robert Wenk is the founder of Retirement Wealth Advisors, Inc. (founded in 2005), Brookstone Asset Management LLC (founded in 2011), and Altruist Corp.
(founded in 2018, where he currently holds the title of Chief Executive Officer).
He is currently a Venture Partner at Matterscale Ventures LLC (since 2019).
He previously held the title of CEO at Retirement Wealth Advisors, Inc. (2005-2018) and Executive Director at Brookstone Asset Management LLC (2020-2022).
He also worked as a Principal at Morgan Stanley & Co. LLC.
Mr. Wenk received an undergraduate degree from Grand Valley State University (Michigan).
Cargos activos de Jason Wenk
Empresas | Cargo | Inicio |
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Altruist Corp.
![]() Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Director Ejecutivo | 01/01/2018 |
Matterscale Ventures LLC
![]() Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Inversor de Capital Privado | 01/10/2019 |
Antiguos cargos conocidos de Jason Wenk.
Empresas | Cargo | Fin |
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Brookstone Asset Management LLC
![]() Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fundador | 01/06/2022 |
Retirement Wealth Advisors, Inc.
![]() Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Director Ejecutivo | 01/09/2018 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Formación de Jason Wenk.
Grand Valley State University (Michigan) | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
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Ejecutivos
Empresas relacionadas
Empresas privadas | 5 |
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Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Retirement Wealth Advisors, Inc.
![]() Retirement Wealth Advisors, Inc. Investment ManagersFinance Retirement Wealth Advisors, Inc. is a private company that aims to help clients live more enjoyable lives through smarter investment portfolios. The company is based in Jenison, MI and was founded by Jason Robert Wenk. The company prioritizes their clients' goals and have a fiduciary responsibility to always put their clients' interests first. The company delivers sophisticated portfolio management, personal relationships, and holistic wealth management. | Finance |
Brookstone Asset Management LLC
![]() Brookstone Asset Management LLC Investment ManagersFinance Brookstone Asset Management LLC (Brookstone AM) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 2011 and formerly known as FormulaFolio Investments LLC. They are solely owned by Brookstone Capital Management LLC, which is ultimately owned by AmeriLife Group LLC. Brookstone AM provides investment services to individuals and high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Altruist Corp.
![]() Altruist Corp. Packaged SoftwareTechnology Services Altruist Corp. engages in the operations of a digital investment platform that helps financial advisors. It provides management and advisory services . The company was founded by Jason Wenk on September 10, 2018 and is headquartered in Venice, CA. | Technology Services |
Matterscale Ventures LLC
![]() Matterscale Ventures LLC Investment ManagersFinance Matterscale Ventures LLC (Matterscale Ventures) is a venture capital firm founded in 2019 by Antonio Luck. The firm is headquartered in New York. | Finance |
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