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Jack Stewart Stemper

Ducere Wealth Management

Newport Beach, CA

CRD 2706084

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Employer firm

Ducere Wealth Management CRD 337471

$504M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ducere Wealth Management

1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-19

Branch Locations

1401 Dove Street Suite 630, Newport Beach, CA 92660 • 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
First Foundation Advisors Irvine CA 09/2006 09/2025
Ducere Wealth Management Newport Beach CA 09/2025 Present
Previous Registrations
Other Businesses

Minority owner in biomedical private company, "Ostentus". Own a few rental properties in Arizona, Colorado and Wisconsin.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-07
S65 Uniform Investment Adviser Law Examination 1997-07-15
S63 Uniform Securities Agent State Law Examination 1996-03-08
  • S66 Uniform Combined State Law Examination
    2003-08-07
  • S65 Uniform Investment Adviser Law Examination
    1997-07-15
  • S63 Uniform Securities Agent State Law Examination
    1996-03-08
Designations
  • Certified Financial Planner
Other Names
  • Jack S Stemper

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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