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Jacolyn Wetmore

Advisor at JWC Capital Management, LLC

Updated today
JWC Capital Management, LLC logo

Firm

JWC Capital Management, LLC

Location

Annapolis, MD 21403

Credentials

Series 63, Series 65

Industry experience

15 years

About

Jacolyn Wetmore is a financial advisor at JWC Capital Management, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. Her prior roles include positions at United Income, Inc., Calvert Investment Counsel, and PBMares Wealth Management, LLC. She has been with JWC Capital Management since 2020. JWC Capital Management is an independent, state-registered, fee-based adviser providing tailored portfolio management to individuals, qualified retirement plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and manager-level evaluation, primarily recommending exchange-traded funds, no-load mutual funds, and corporate debt, and manages a small client roster with high assets per client.

Client services

Based on JWC Capital Management, LLC

Portfolio management

Expertise

Based on JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% Above $5,000,000+: 0.50% or lower

Other

Fee-only: Annual fees based on assets under management as per tiered schedule; no commissions charged by the firm.

Location

102 Spa Drive

Annapolis, MD 21403

Most active in

Maryland

Work history

JWC Capital Management

2020 - Present (6 years)

UnEmployed

2020 - 2020 (1 year)

United Income, Inc.

2018 - 2020 (2 years)

Calvert Investment Cousnel

2016 - 2018 (2 years)

PBMares Wealth Management, LLC

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Robert C

CFP®, Series 63, Series 65

Annapolis, MD

Clark Company

Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Nicholas L

Series 66

Stevensville, MD

RCN Wealth Advisors, Inc.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments
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William M

CFA®

Rock Hall, MD

Maxwell Family Office, LLC

Active portfolio management Options & derivatives strategies
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