Matthew
Powalski
Jcp Investment Management, LLC
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About this Advisor
Matthew Powalski is a financial advisor who works in Houston, Texas with a total of 2 years of industry experience. Powalski is on the advisory team at Jcp Investment Management, LLC. During their career, Powalski has held roles at Jcp Investment Management, LLC, Mcnair Interests, Family Office, Capital Technologies, Family Office, Pkf Texas and Texas A&M University. Powalski holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Texas. Jcp Investment Management, LLC is a registered investment firm operating out of Houston, TX. It has $244 million in assets under management between its 18 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 18 client accounts, 55% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Jcp Investment Management, LLC can include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jcp Investment Management, LLC Brokerage Details
$244,253,923
5
18
$13,569,662
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Matthew Powalski Work History
Matthew has been registered as a financial advisor for 2 years.*
Jcp Investment Management, LLC
Mcnair Interests, Family Office
Capital Technologies, Family Office
Pkf Texas
Texas A&M University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Powalski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jcp Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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