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Jt 2020 Secure Trust

ShareholderTolleson Private Wealth Management, LLC

About Jt 2020 Secure Trust

Jt 2020 Secure Trust is listed as Shareholder at Tolleson Private Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Tolleson Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Jt 2020 Secure Trust work?

Jt 2020 Secure Trust is listed as Shareholder at Tolleson Private Wealth Management, LLC on SEC Form ADV.

How much of Tolleson Private Wealth Management, LLC does Jt 2020 Secure Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Tolleson Private Wealth Management, LLC

TitleShareholder
Ownership25-50%
Control personYes
Since2021