Jaden Verrico
My unique story started at the age of 16. Through meeting Steve at a volleyball game and discussing my interest for investing, I was offered an internship at Ankerstar Wealth for the following summer. After two summers of being mentored by Steve, I was able to pass my Series 65 exam and become an Investment Advisor Representative in February of 2022 at the age of 18. I currently have one semester left at the University of Texas at Austin in the Canfield Business Honors Program where I will graduate in Spring 2025 with a bachelors in Finance (Investment and Portfolio Manamgenet Concentration) and a BBA Honors. During my time at UT, I have been involved with different organizations, including the Longhorn Investment Team. This has helped me to grow my foundation of finance technicals and my investment decision making skills. My goal is to one day be able to help as many people as possible achieve financial certainty through personalized wealth management. Currently accepting new clients on a case by case basis.
Other team members
Steve Ankerstar CFP®
Mike Younkman
Candice Licht
Corey Hinkle
Jaden Verrico
Joel Hanson
David Chisum
Michael Majefski
Grayson Schirpik
Allison Ankerstar
Alexa Ankerstar
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E: VIPservices@AnkerstarWealth.com
P: 512-614-0085
A: 3835 CR 175, Unit #840
Leander, TX 78641 (By Appointment Only)
Ankerstar Wealth, LLC is a Registered Investment Advisor with FINRA and the state of Texas, Arizona, Louisiana, Georgia, Florida, California, Ohio, Alabama and Nevada that specializes in fee-only financial planning and fee-only wealth management. Mr. Ankerstar, Mr. Younkman, Mr. Verrico, Mr. Hanson, Mr. Chisum and Mr. Hinkle hold a Series 65 license with FINRA. More disclosure information is available at https://brokercheck.finra.org/. The contents of this email should not be considered personal advice unless under contract with Ankerstar Wealth, LLC. Since each individual’s situation is unique, your specific situation should be reviewed by a qualified tax, legal, and/or investment professional before making decisions. The information provided in this email may not be comprehensive nor appropriate for every individual. You are strongly cautioned to perform your own due diligence before making any personal, financial, or business decision. Do not rely solely on this email for making investment decisions. Nothing in this email is an endorsement of any products or securities. All investments involve risk. Past performance does not guarantee future results.