Best Investors Account Sign in
Inactive

Jack Fuentes

Mckinley Carter Wealth Services, Inc.

Charleston, WV

Wheeling, WV

Claim This Profile
Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-09
WV RA APPROVED 2026-06-05
PA RA APPROVED 2026-06-04
  • OH RA
    APPROVED
    Since 2026-06-09
  • WV RA
    APPROVED
    Since 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-04

Branch Locations

129 Summers Street Suite 200, Charleston, WV 25301 • United States

2100 Market Street, Wheeling, WV 26003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
West Virginia University Morgantown WV 08/2019 05/2023
High School Morgantown WV 06/2016 08/2019
Unemployed Morgantown WV 05/2023 08/2023
West Virginia University Morgantown WV 08/2023 05/2024
Pwc Houston TX 09/2024 11/2025
Mckinley Carter Wealth Services, Inc. Charleston WV 03/2026 Present
Unemployed Morgantown WV 11/2025 03/2026
Unemployed Morgantown WV 05/2024 09/2024
  • 08/2019 → 05/2023
    West Virginia University
    Morgantown, WV
  • 06/2016 → 08/2019
    High School
    Morgantown, WV
  • 05/2023 → 08/2023
    Unemployed
    Morgantown, WV
  • 08/2023 → 05/2024
    West Virginia University
    Morgantown, WV
  • 09/2024 → 11/2025
    Pwc
    Houston, TX
  • 03/2026 → Present
    Mckinley Carter Wealth Services, Inc.
    Charleston, WV
  • 11/2025 → 03/2026
    Unemployed
    Morgantown, WV
  • 05/2024 → 09/2024
    Unemployed
    Morgantown, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
THE HUNTINGTON INVESTMENT COMPANY
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC

Other Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

More in Charleston, WV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor