Morgan Stanley
46yrs
Top advisor by experience in Charleston
New
Jack Fuentes
Financial advisor at McKinley Carter Wealth Services
Jack Fuentes is a fiduciary financial advisor in Charleston, West Virginia, registered since Dec 2025. Jack has been with McKinley Carter Wealth Services since 2026. McKinley Carter Wealth Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 151 advisors with offices in Charleston, and one of 141 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office129 Summers Street Suite 200, Charleston, WV 25301
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.78 million
Advisors at the firm25
States licensed ?1 state
Services through McKinley Carter Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowMcKinley Carter Wealth Services, Inc.Current firm
Contact Jack
Local office(304) 346-3700Ask for Jack. (304) 230-2400Main office · Wheeling, WV 129 Summers Street Suite 200Charleston, WV 25301Office · Get directions Firm websiteHTTP://WWW.MCKINLEYCARTER.COM
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jack
How do I contact Jack?
Call Jack’s local office at (304) 346-3700 or the McKinley Carter Wealth Services main office at (304) 230-2400, and ask for Jack Fuentes.
How long has Jack been a financial advisor?
Jack is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Jack hold?
Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
McKinley Carter Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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