Jesse Stinnette has been Capital Partner/Portfolio Manager of Wallick Investments since March 2015, is a control person of the firm and directly owns between 10% and 25% of it. Jesse Stinnette holds a Bachelor of Science in Chemistry from Virginia Military Institute.
Wallick Investments, LLC is a Columbia, SC firm with $168M under management, 304 clients and 3 advisers in one office, as of its August 2026 filing.
Wade Stinnette is Principal and Senior Portfolio Manager of Wallick Investments. He has been working with investment clients since 1986, including at boutique investment firms Tanglewood Asset Management and The London Company and at bank asset management departments including Certus Wealth, First Citizens and Wachovia, before joining Wallick Investments. He served six years as a commissioned officer in the United States Marine Corps.
Jesse Stinnette’s longest registration is the current one, 11 years at Wallick Investments since 2015. Before joining Wallick Investments in 2015, Jesse Stinnette was registered through Certus Investment Advisors, LLC and The London Company of Virginia.
- Wallick Investments, LLCCurrent– present · 11 yearsColumbia, SC · Adviser representative · Firm CRD 162976
- Certus Investment Advisors, LLC– · 2 yearsColumbia, SC · Adviser representative · Firm CRD 159221
- The London Company of Virginia– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 106654
Investment adviser representative registrations
Jesse Stinnette is registered as an investment adviser representative in 2 states. Each was approved in March 2015.
- North CarolinaSince 2 March 2015
- South CarolinaSince 2 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jesse Wade Stinnette
- CRD
- 5465995
- Firm
- Wallick Investments · CRD 162976
- Role
- Capital Partner/Portfolio Manager
- Office
- 2118 LINCOLN STREET, Columbia, SC 29201
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wallickinvestments.com
Where does Jesse Stinnette work?
Jesse Stinnette has been Capital Partner/Portfolio Manager of Wallick Investments, LLC since March 2015, and is a control person of the firm.
Is Jesse Stinnette a financial advisor?
Yes. Jesse Stinnette has a current investment-adviser registration in North Carolina and South Carolina, through Wallick Investments since March 2015.
How many years of experience does Jesse Stinnette have?
Jesse Stinnette has 17 years in the financial industry, since June 2009, across 3 adviser firms.
What exams has Jesse Stinnette passed?
Jesse Stinnette passed the Series 65 in May 2009.
Where did Jesse Stinnette work before Wallick Investments?
Before Wallick Investments, Jesse Stinnette was registered through The London Company of Virginia, May 2009 to September 2012.
Where is Jesse Stinnette based?
Jesse Stinnette’s registered office is in Columbia, SC.
Is Jesse Stinnette registered with FINRA?
No. Jesse Stinnette has no current broker registration.
How can I verify Jesse Stinnette’s record?
Search CRD 5465995 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Stinnette’s full registration record.
