Company intelligence
1900 Wealth
Financial Services to Preserve and Grow Your Wealth.
About 1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we strive to preserve and grow wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver positive results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.
Verified activity
Signals from 1900 Wealth
3 published signals
People
1900 Wealth welcomed Korbin Boyers, MBA, as an Investment Advisor to support senior advisors in delivering comprehensive investment strategies and client service.
Reported by 1900 Wealth
People
1900 Wealth is hiring a Portfolio Management Associate to support the day-to-day management of client portfolios, trade execution, portfolio rebalancing, cash management, investment research, and performance reporting.
Reported by 1900 Wealth
Presence & Recognition
1900 Wealth CEO Todd Brockwell joined wealth management leaders across Texas in a San Antonio Business Journal discussion on the evolving industry and client expectations.
Reported by 1900 Wealth