James Allen Werner
Oprichter bij Silicon Hills Wealth Management LLC
Profiel
Mr. James A.
Werner is a Wealth Advisor & Philanthropic Planner at Silicon Hills Wealth Management LLC.
He has over 25 years’ experience in wealth management and personal financial planning.
Mr. Werner takes a special interest in areas where finance intersects with daily life.
He graduated with a degree in Business Administration in Finance and Economics from The University of Texas.
Actieve functies van James Allen Werner
| Bedrijven | Functie | Begin |
|---|---|---|
Silicon Hills Wealth Management LLC
 Silicon Hills Wealth Management LLC Investment ManagersFinance Silicon Hills Wealth Management LLC (Silicon Hills) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2013 by James Werner and Thomas Brown. In 2023, they were acquired by Waverly Advisors LLC, which is ultimately owned by Warren Averett Cos. LLC. Silicon Hills provides financial planning, consulting and investment management services to individuals, high-net-worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. | Oprichter | 01-01-2013 |
Opleiding van James Allen Werner
| University of Texas at Austin Graduate School | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Silicon Hills Wealth Management LLC
Silicon Hills Wealth Management LLC Investment ManagersFinance Silicon Hills Wealth Management LLC (Silicon Hills) is a SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded in 2013 by James Werner and Thomas Brown. In 2023, they were acquired by Waverly Advisors LLC, which is ultimately owned by Warren Averett Cos. LLC. Silicon Hills provides financial planning, consulting and investment management services to individuals, high-net-worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. | Finance |
