Jack Arthur Ramey

Financial advisor at Wbh Advisory Inc · Baltimore, MD

Last updated 2026-10-10

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Jack Arthur Ramey is a financial advisor at Wbh Advisory Inc in Baltimore, MD, CRD 1605684. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1998-07-01.

Registration

CRD number
1605684
Registration status
Active
IAPD registration
1998-07-01
Industry Experience
28 years
Work Experience
10 years
States registered
MD

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2017-08 to 2019-10 · Biegel Waller Investment Advisory Services · Columbia, MD
  • 2016-05 to 2017-08 · College of Financial Planning · Lutherville, MD
  • 2019-10 to 2020-04 · Unemployed · Lutherville, MD
  • 2020-04 to Present · Wbh Advisory, Inc. · Balitmore, MD

Current employment

SEC IAPD record for Jack Arthur Ramey

Wbh Advisory Inc

Regulatory AUM
$1,737,525,543
Registered advisors
11
Offices
5
Clients per advisor
67.8 (Moderate)
Average AUM per client
$2.3M (Low)
High-net-worth client ratio
56.0% (High)

Wbh Advisory Inc: advisors, services and reported ETF investments

About

Jack Arthur Ramey is a CFP® financial advisor at Wbh Advisory, Inc. in Baltimore, MD. Reported securities licenses include Series 63 and Series 65. The latest record indicates 28 years of industry experience and 10 years of reported work history. Reported roles include Unemployed, Biegel Waller Investment Advisory Services, College of Financial Planning.

SEC disclosures list additional business and community activities: Fuel Fund Of Maryland; Investment-Related; 57 W Timonium Rd.

Wbh Advisory Inc's firm-level Form ADV reports 11 advisors across 5 offices; approximately 67.8 clients per advisor, average assets per client of $2,329,123, and regulatory AUM of $1.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $1.2B across 199 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jack Arthur Ramey personally.

Reported ETF positions

Wbh Advisory reports 199 ETF positions worth $1.2B on Form 13F; the largest are listed.

Largest ETF positions reported by Wbh Advisory
FundReported value
VTI — Vanguard Morningstar Total Stock Market ETF$78.1M
VGT — Vanguard Information Tech ETF$76.3M
SPYM — State Street SPDR Portfolio S&P 500 ETF$65.1M
SCHB — Schwab U.S. Broad Market ETF$60M
XLK — State Street Technology Select Sector SPDR ETF$54.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Wbh Advisory Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm
  • Lawyer or Law Firm

Location

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

11 advisors at this office.

Wbh Advisory office in Baltimore, MD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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