Best Investors
Account
Sign in
Best Investors
Account
Sign in
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-01 |
Branch Locations
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 05/2018 | 08/2018 |
| Doliver Capital Advisors | Houston | TX | 01/2017 | 08/2017 |
| Avalon Investment And Advisory | Houston | TX | 07/2019 | 06/2020 |
| Avalon Wealth Management | Houston | TX | 07/2019 | 06/2020 |
| Pine Cove Camps | Tyler | TX | 05/2016 | 07/2017 |
| Baylor University | Waco | TX | 08/2015 | 05/2019 |
| Icon Wealth Partners | Houston | TX | 06/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | Present |
| Icon Wealth Advisors, Llc | Houston | TX | 01/2024 | Present |
1) Jack Wiesen is dually-registered with Icon Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Jack Wiesen has served as an investment advisor representative for Icon Wealth Partners, LLC and a registered representative with PKS since 10/2020. Business is conducted from Houston, TX. Approximately 90% of Jack Wiesen's time is for services as an investment advisor representative and the balance as a registered representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
Reach out to this advisor