John Carter Tolleson Jr.
Chief Executive OfficerTolleson Private Wealth Management, LLCCRD 6631699
About John Carter Tolleson Jr.
John Carter Tolleson Jr. is listed as Chief Executive Officer at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. John Carter Tolleson Jr. is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John Carter Tolleson Jr. work?
John Carter Tolleson Jr. is listed as Chief Executive Officer at Tolleson Private Wealth Management, LLC on SEC Form ADV.
How much of Tolleson Private Wealth Management, LLC does John Carter Tolleson Jr. own?
Form ADV reports a beneficial ownership band of Under 5%.
Tolleson Private Wealth Management, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
Tolleson Private Wealth Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2021 |